PMFA

Plante Moran Financial Advisors Portfolio holdings

AUM $1.58B
1-Year Est. Return 17.01%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$181M
AUM Growth
+$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
939
New
Increased
Reduced
Closed

Top Buys

1 +$1.1M
2 +$718K
3 +$478K
4
FCX icon
Freeport-McMoran
FCX
+$379K
5
CWI icon
State Street SPDR MSCI ACWI ex-US ETF
CWI
+$252K

Top Sells

1 +$1.15M
2 +$1.07M
3 +$779K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$567K
5
SPR
Spirit AeroSystems
SPR
+$463K

Sector Composition

1 Consumer Staples 8.81%
2 Utilities 8.62%
3 Financials 8.35%
4 Technology 8.18%
5 Healthcare 7.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
576
$11K 0.01%
120
+93
577
$11K 0.01%
367
+214
578
$11K 0.01%
+323
579
$11K 0.01%
201
580
$11K 0.01%
269
-14
581
$11K 0.01%
420
-60
582
$11K 0.01%
54
583
$11K 0.01%
+129
584
$11K 0.01%
200
+52
585
$10K 0.01%
1,473
586
$10K 0.01%
208
587
$10K 0.01%
238
588
$10K 0.01%
+320
589
$10K 0.01%
+198
590
$10K 0.01%
253
+211
591
$10K 0.01%
104
592
$10K 0.01%
108
593
$10K 0.01%
199
594
$10K 0.01%
188
595
$10K 0.01%
+85
596
$10K 0.01%
726
+426
597
$10K 0.01%
278
598
$10K 0.01%
271
599
$10K 0.01%
274
+86
600
$10K 0.01%
117
+14