PMFA

Plante Moran Financial Advisors Portfolio holdings

AUM $1.58B
1-Year Est. Return 17.01%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.01%
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
+$1.05M
2
+$683K
3
+$478K
4
FCX icon
Freeport-McMoran
FCX
+$302K
5
YUMC icon
Yum China
YUMC
+$249K

Top Sells

1
+$1.16M
2
+$1.08M
3
+$767K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$559K
5
SPR
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%
150
752
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25
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753
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23
754
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755
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41
758
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759
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761
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762
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763
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764
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765
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+20
766
$3K ﹤0.01%
+54
767
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768
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769
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35
770
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+21
771
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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