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