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
$148M
AUM Growth
+$10.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,050
New
Increased
Reduced
Closed

Top Buys

1
+$1.78M
2
+$670K
3
+$417K
4
VZ icon
Verizon
VZ
+$190K
5
HTZ
Hertz Global Holdings, Inc.
HTZ
+$173K

Top Sells

1
+$507K
2
+$365K
3
+$347K
4
AAL icon
American Airlines Group
AAL
+$284K
5
HRI icon
Herc Holdings
HRI
+$264K

Sector Composition

1 Utilities 11.54%
2 Consumer Staples 10.79%
3 Healthcare 9.01%
4 Technology 8.82%
5 Financials 7.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$6K ﹤0.01%
100
652
$6K ﹤0.01%
604
653
$6K ﹤0.01%
239
654
$6K ﹤0.01%
+225
655
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107
-62
656
$6K ﹤0.01%
377
657
$6K ﹤0.01%
+246
658
$6K ﹤0.01%
100
659
$6K ﹤0.01%
2,040
+40
660
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661
$6K ﹤0.01%
454
662
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663
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640
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664
$6K ﹤0.01%
458
665
$6K ﹤0.01%
114
666
$6K ﹤0.01%
1,004
667
$6K ﹤0.01%
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668
$6K ﹤0.01%
68
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669
$6K ﹤0.01%
138
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670
$6K ﹤0.01%
117
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671
$6K ﹤0.01%
120
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672
$6K ﹤0.01%
32
673
$6K ﹤0.01%
154
674
$6K ﹤0.01%
200
675
$6K ﹤0.01%
225
25 26
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