PMFA
Plante Moran Financial Advisors Portfolio holdings
AUM
$1.42B
1-Year Return
13.8%
This Quarter Return
+3.69%
1 Year Return
+13.8%
3 Year Return
+55.88%
5 Year Return
+100.06%
10 Year Return
+234.83%
AUM
$138M
AUM Growth
+$8.11M
(+6.2%)
Cap. Flow
+$4.03M
Cap. Flow
% of AUM
2.92%
Top 10 Holdings %
Top 10 Hldgs %
35.39%
Holding
988
New
126
Increased
252
Reduced
127
Closed
65
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$694K |
| 2 |
Eaton
ETN
|
+$509K |
| 3 |
SPDR S&P Dividend ETF
SDY
|
+$497K |
| 4 |
American Airlines Group
AAL
|
+$284K |
| 5 |
DTE Energy
DTE
|
+$282K |
Top Sells
| 1 |
Vanguard S&P 500 ETF
VOO
|
+$872K |
| 2 |
Intel
INTC
|
+$762K |
| 3 |
iShares Russell 2000 Growth ETF
IWO
|
+$350K |
| 4 |
MCBC
Macatawa Bank Corp
MCBC
|
+$323K |
| 5 |
Campbell Soup
CPB
|
+$273K |
Sector Composition
| 1 | Utilities | 13.28% |
| 2 | Consumer Staples | 11.65% |
| 3 | Healthcare | 9.68% |
| 4 | Technology | 7.95% |
| 5 | Industrials | 7.88% |
