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
$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
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 icon
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
601
$10K 0.01%
253
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602
$10K 0.01%
+198
603
$10K 0.01%
+320
604
$10K 0.01%
238
605
$10K 0.01%
208
606
$10K 0.01%
1,473
607
$9K 0.01%
1,092
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608
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+39
609
$9K 0.01%
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610
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605
611
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500
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612
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613
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614
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615
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616
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617
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618
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$9K 0.01%
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623
$8K ﹤0.01%
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624
$8K ﹤0.01%
138
625
$8K ﹤0.01%
139
23 24
25
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