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
$178M
AUM Growth
+$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
752
New
Increased
Reduced
Closed

Top Buys

1
+$5.07M
2
+$1.53M
3
+$1.35M
4
FITB icon
Fifth Third Bancorp
FITB
+$1.09M
5
XOM icon
Exxon Mobil
XOM
+$909K

Top Sells

1
+$2.03M
2
+$1.69M
3
+$338K
4
PACW
PacWest Bancorp
PACW
+$193K
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$168K

Sector Composition

1 Industrials 7.4%
2 Consumer Staples 6.92%
3 Healthcare 6.77%
4 Technology 6.43%
5 Financials 5.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$2K ﹤0.01%
49
627
$2K ﹤0.01%
110
-880
628
$2K ﹤0.01%
134
-10
629
$2K ﹤0.01%
54
630
$2K ﹤0.01%
21
-149
631
$2K ﹤0.01%
45
632
$2K ﹤0.01%
+64
633
$2K ﹤0.01%
58
634
$2K ﹤0.01%
+155
635
$2K ﹤0.01%
1
636
$2K ﹤0.01%
74
637
$2K ﹤0.01%
200
638
$2K ﹤0.01%
14
639
$2K ﹤0.01%
19
640
$2K ﹤0.01%
81
641
$2K ﹤0.01%
28
642
$2K ﹤0.01%
30
-30
643
$2K ﹤0.01%
82
644
$2K ﹤0.01%
7
645
– –
0
646
$2K ﹤0.01%
+46
647
$2K ﹤0.01%
11
648
$2K ﹤0.01%
27
649
$2K ﹤0.01%
30
-76
650
$1K ﹤0.01%
12
24 25
26
27 28