PMFA
Plante Moran Financial Advisors Portfolio holdings
AUM
$1.42B
1-Year Return
13.8%
This Quarter Return
+1.73%
1 Year Return
+13.8%
3 Year Return
+55.88%
5 Year Return
+100.06%
10 Year Return
+234.83%
AUM
$91.9M
AUM Growth
-$85.9M
(-48%)
Cap. Flow
-$91.2M
Cap. Flow
% of AUM
-99.25%
Top 10 Holdings %
Top 10 Hldgs %
38.67%
Holding
769
New
69
Increased
56
Reduced
181
Closed
139
Top Buys
| 1 |
DTE Energy
DTE
|
$1.22M |
| 2 |
Universal Logistics Holdings
ULH
|
$912K |
| 3 |
PepsiCo
PEP
|
$363K |
| 4 |
iShares S&P 100 ETF
OEF
|
$312K |
| 5 |
Vanguard Large-Cap ETF
VV
|
$159K |
Top Sells
| 1 |
SPDR Gold Trust
GLD
|
$72.8M |
| 2 |
Ford
F
|
$1.94M |
| 3 |
Eaton
ETN
|
$1.77M |
| 4 |
OneSpan
OSPN
|
$744K |
| 5 |
Exxon Mobil
XOM
|
$684K |
Sector Composition
| 1 | Consumer Staples | 13.08% |
| 2 | Healthcare | 11.67% |
| 3 | Industrials | 10.53% |
| 4 | Technology | 9.87% |
| 5 | Utilities | 8.96% |
