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
726
$4K ﹤0.01%
24
+16
727
$4K ﹤0.01%
112
728
$4K ﹤0.01%
91
729
$4K ﹤0.01%
+35
730
$4K ﹤0.01%
120
-16
731
$4K ﹤0.01%
16
732
$4K ﹤0.01%
80
733
$4K ﹤0.01%
61
734
$4K ﹤0.01%
82
-28
735
$4K ﹤0.01%
33
736
$4K ﹤0.01%
+36
737
$4K ﹤0.01%
200
738
$4K ﹤0.01%
143
739
$4K ﹤0.01%
404
740
$4K ﹤0.01%
+41
741
$4K ﹤0.01%
64
+7
742
$3K ﹤0.01%
63
743
$3K ﹤0.01%
20
+15
744
$3K ﹤0.01%
+28
745
$3K ﹤0.01%
72
-469
746
$3K ﹤0.01%
+44
747
$3K ﹤0.01%
+27
748
$3K ﹤0.01%
+102
749
$3K ﹤0.01%
+43
750
$3K ﹤0.01%
25
+4
28 29
30
31 32