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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
-8.27%
1 Year Est. Return
+17.93%
3 Year Est. Return
+50.34%
5 Year Est. Return
+65.94%
10 Year Est. Return
+247.17%
AUM
$135M
AUM Growth
–
Cap. Flow
+$144M
Cap. Flow
% of AUM
106.35%
Top 10 Holdings %
Top 10 Hldgs %
63.59%
Holding
606
New
603
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
SPDR Gold Trust
GLD
|
+$68M |
| 2 |
DTE Energy
DTE
|
+$5.34M |
| 3 |
Johnson & Johnson
JNJ
|
+$3.54M |
| 4 |
Groupon
GRPN
|
+$3.38M |
| 5 |
PepsiCo
PEP
|
+$3.37M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Consumer Staples | 7.99% |
| 2 | Technology | 6.65% |
| 3 | Healthcare | 6.51% |
| 4 | Industrials | 6.16% |
| 5 | Communication Services | 5.18% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
iShares Preferred and Income Securities ETF
PFF
$13.3B
| $289K | 0.21% |
+7,352
| New | +$296K |
|
52
Visa
V
$680B
| $289K | 0.21% |
+6,328
| New | +$277K |
|
|
CMA
53
DELISTED
Comerica
CMA
| $252K | 0.19% |
+6,329
| New | +$236K |
|
54
Neogen
NEOG
$2.1B
| $250K | 0.18% |
+18,016
| New | +$238K |
|
55
PIMCO Active Bond Exchange-Traded Fund
BOND
$8.24B
| $239K | 0.18% |
+2,269
| New | +$248K |
|
56
Alphabet (Google) Class C
GOOG
$4.28T
| $235K | 0.17% |
+10,720
| New | +$227K |
|
57
Vanguard Total Bond Market
BND
$158B
| $229K | 0.17% |
+2,837
| New | +$235K |
|
58
Boeing
BA
$170B
| $228K | 0.17% |
+2,225
| New | +$211K |
|
59
iShares MSCI Emerging Markets ETF
EEM
$28.6B
| $223K | 0.16% |
+5,793
| New | +$240K |
|
60
Wells Fargo
WFC
$268B
| $223K | 0.16% |
+5,398
| New | +$210K |
|
61
Honeywell
HON
$70.4B
| $211K | 0.16% |
+2,960
| New | +$204K |
|
62
Colgate-Palmolive
CL
$74.6B
| $209K | 0.15% |
+3,640
| New | +$216K |
|
63
iShares MSCI EAFE ETF
EFA
$76.4B
| $209K | 0.15% |
+3,643
| New | +$220K |
|
64
Ford
F
$55.2B
| $201K | 0.15% |
+13,013
| New | +$187K |
|
65
Campbell Soup
CPB
$6.61B
| $199K | 0.15% |
+4,434
| New | +$201K |
|
66
iShares Russell 1000 Growth ETF
IWF
$126B
| $197K | 0.15% |
+10,812
| New | +$198K |
|
67
iShares Select Dividend ETF
DVY
$23.6B
| $191K | 0.14% |
+2,980
| New | +$193K |
|
68
Dover
DOV
$28.9B
| $186K | 0.14% |
+3,580
| New | +$179K |
|
69
Yum! Brands
YUM
$44.6B
| $182K | 0.13% |
+3,644
| New | +$180K |
|
70
Plains All American Pipeline
PAA
$16.6B
| $180K | 0.13% |
+3,220
| New | +$182K |
|
71
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27.1B
| $179K | 0.13% |
+851
| New | +$180K |
|
72
BP
BP
$105B
| $175K | 0.13% |
+5,140
| New | +$179K |
|
73
Walt Disney
DIS
$167B
| $172K | 0.13% |
+2,721
| New | +$172K |
|
|
PACW
74
DELISTED
PacWest Bancorp
PACW
| $172K | 0.13% |
+5,620
| New | +$158K |
|
75
Berkshire Hathaway Class A
BRK.A
$1.07T
| $169K | 0.13% |
+1
| New | +$165K |
|
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