PMFA

Plante Moran Financial Advisors Portfolio holdings

AUM $1.55B
1-Year Est. Return 17.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.93%
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
+$1.05M
2
+$683K
3
+$478K
4
FCX icon
Freeport-McMoran
FCX
+$302K
5
YUMC icon
Yum China
YUMC
+$249K

Top Sells

1
+$1.16M
2
+$1.08M
3
+$767K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$559K
5
SPR
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
701
$5K ﹤0.01%
129
702
$5K ﹤0.01%
+74
703
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361
704
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2,000
705
$5K ﹤0.01%
+376
706
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54
707
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122
708
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90
709
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81
+49
710
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+100
711
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92
712
$5K ﹤0.01%
119
713
$4K ﹤0.01%
16
714
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120
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715
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+35
716
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82
-28
717
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33
718
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+36
719
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200
720
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143
721
$4K ﹤0.01%
404
722
$4K ﹤0.01%
+41
723
$4K ﹤0.01%
64
+7
724
$4K ﹤0.01%
61
725
$4K ﹤0.01%
80
27 28
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