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
$181M
AUM Growth
+$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
939
New
Increased
Reduced
Closed

Top Buys

1
+$1.1M
2
+$718K
3
+$478K
4
FCX icon
Freeport-McMoran
FCX
+$379K
5
CWI icon
SPDR MSCI ACWI ex-US ETF
CWI
+$252K

Top Sells

1
+$1.15M
2
+$1.07M
3
+$779K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$567K
5
SPR icon
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
$5K ﹤0.01%
361
704
$5K ﹤0.01%
2,000
705
$5K ﹤0.01%
+376
706
$5K ﹤0.01%
54
707
$5K ﹤0.01%
122
708
$5K ﹤0.01%
90
709
$5K ﹤0.01%
81
+49
710
$5K ﹤0.01%
+100
711
$5K ﹤0.01%
92
712
$5K ﹤0.01%
119
713
$4K ﹤0.01%
202
-4,798
714
$4K ﹤0.01%
71
715
$4K ﹤0.01%
52
+29
716
$4K ﹤0.01%
49
717
$4K ﹤0.01%
259
-52
718
$4K ﹤0.01%
+117
719
$4K ﹤0.01%
+92
720
$4K ﹤0.01%
239
721
$4K ﹤0.01%
116
722
$4K ﹤0.01%
228
-3,393
723
$4K ﹤0.01%
68
+49
724
$4K ﹤0.01%
55
725
$4K ﹤0.01%
319
27 28
29
30 31