PMFA

Plante Moran Financial Advisors Portfolio holdings

AUM $1.59B
1-Year Est. Return 15.58%
This Quarter Est. Return
1 Year Est. Return
+15.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$148M
AUM Growth
+$10.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,050
New
Increased
Reduced
Closed

Top Buys

1
+$1.78M
2
+$670K
3
+$417K
4
VZ icon
Verizon
VZ
+$190K
5
HTZ
Hertz Global Holdings, Inc.
HTZ
+$173K

Top Sells

1
+$507K
2
+$365K
3
+$347K
4
AAL icon
American Airlines Group
AAL
+$284K
5
HRI icon
Herc Holdings
HRI
+$264K

Sector Composition

1 Utilities 11.54%
2 Consumer Staples 10.79%
3 Healthcare 9.01%
4 Technology 8.82%
5 Financials 7.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$14K 0.01%
+500
552
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500
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$14K 0.01%
333
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554
$13K 0.01%
+983
555
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230
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556
$13K 0.01%
560
-430
557
$13K 0.01%
590
558
$13K 0.01%
324
559
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233
560
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880
561
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380
562
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148
-27
563
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564
$13K 0.01%
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565
$12K 0.01%
1,473
566
$12K 0.01%
228
567
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133
568
$12K 0.01%
162
569
$12K 0.01%
225
570
$12K 0.01%
100
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571
$12K 0.01%
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572
$12K 0.01%
592
573
$12K 0.01%
113
574
$12K 0.01%
740
+376
575
$12K 0.01%
246
-130
21 22
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24 25