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
776
$3K ﹤0.01%
+44
777
$2K ﹤0.01%
97
-6
778
$2K ﹤0.01%
+10
779
$2K ﹤0.01%
40
780
$2K ﹤0.01%
1,000
781
$2K ﹤0.01%
37
782
$2K ﹤0.01%
27
783
$2K ﹤0.01%
12
-2
784
$2K ﹤0.01%
8
-3
785
$2K ﹤0.01%
115
786
$2K ﹤0.01%
50
787
$2K ﹤0.01%
53
788
$2K ﹤0.01%
7
789
$2K ﹤0.01%
15
-38
790
$2K ﹤0.01%
44
791
$2K ﹤0.01%
18
792
$2K ﹤0.01%
56
793
$2K ﹤0.01%
+27
794
$2K ﹤0.01%
+90
795
$2K ﹤0.01%
31
796
$2K ﹤0.01%
62
797
$2K ﹤0.01%
8
798
$2K ﹤0.01%
22
799
$2K ﹤0.01%
187
800
$2K ﹤0.01%
19
30 31
32
33 34