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
751
$3K ﹤0.01%
+35
752
$3K ﹤0.01%
41
753
$3K ﹤0.01%
147
754
$3K ﹤0.01%
+200
755
$3K ﹤0.01%
+87
756
$3K ﹤0.01%
121
757
$3K ﹤0.01%
+46
758
$3K ﹤0.01%
121
759
$3K ﹤0.01%
+28
760
$3K ﹤0.01%
150
761
$3K ﹤0.01%
25
-175
762
$3K ﹤0.01%
23
763
$3K ﹤0.01%
87
764
$3K ﹤0.01%
+20
765
$3K ﹤0.01%
+54
766
$3K ﹤0.01%
+15
767
$3K ﹤0.01%
137
768
$3K ﹤0.01%
+17
769
$3K ﹤0.01%
35
770
$3K ﹤0.01%
+21
771
$3K ﹤0.01%
96
-338
772
$3K ﹤0.01%
+163
773
$3K ﹤0.01%
92
774
$3K ﹤0.01%
625
775
$3K ﹤0.01%
48
-4
29 30
31
32 33