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
$136M
AUM Growth
+$21.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
904
New
Increased
Reduced
Closed

Top Buys

1 +$8.57M
2 +$3.78M
3 +$1.34M
4
MGA icon
Magna International
MGA
+$870K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$719K

Top Sells

1 +$1.64M
2 +$1M
3 +$750K
4
GRPN icon
Groupon
GRPN
+$413K
5
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$228K

Sector Composition

1 Consumer Staples 17.23%
2 Healthcare 10.36%
3 Utilities 10.09%
4 Technology 9.76%
5 Industrials 8.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
676
$5K ﹤0.01%
81
677
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95
678
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679
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236
680
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681
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$4K ﹤0.01%
50
683
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303
684
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124
-584
685
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687
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688
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689
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691
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59
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695
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101
+1
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22
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$4K ﹤0.01%
72
698
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98
699
$4K ﹤0.01%
227
700
$4K ﹤0.01%
300