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%
19
627
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51
628
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88
629
$2K ﹤0.01%
49
630
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110
-880
631
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632
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54
633
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21
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45
635
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58
636
$2K ﹤0.01%
+155
637
$2K ﹤0.01%
1
638
$2K ﹤0.01%
74
639
$2K ﹤0.01%
200
640
$2K ﹤0.01%
14
641
$2K ﹤0.01%
19
642
$2K ﹤0.01%
81
643
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28
644
$2K ﹤0.01%
7
645
– –
0
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$2K ﹤0.01%
+46
647
$2K ﹤0.01%
11
648
$2K ﹤0.01%
27
649
$2K ﹤0.01%
30
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650
$1K ﹤0.01%
+20
24 25
26
27 28