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
801
$2K ﹤0.01%
9
802
$2K ﹤0.01%
16
803
$2K ﹤0.01%
+17
804
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15
805
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19
+1
806
$2K ﹤0.01%
25
807
$2K ﹤0.01%
+21
808
$2K ﹤0.01%
3
809
$2K ﹤0.01%
10
810
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59
811
$2K ﹤0.01%
97
-6
812
$2K ﹤0.01%
254
813
$2K ﹤0.01%
380
814
– –
0
815
$1K ﹤0.01%
17
816
$1K ﹤0.01%
106
817
$1K ﹤0.01%
+59
818
$1K ﹤0.01%
+13
819
$1K ﹤0.01%
10
-3
820
$1K ﹤0.01%
9
821
$1K ﹤0.01%
14
822
$1K ﹤0.01%
68
823
$1K ﹤0.01%
10
824
$1K ﹤0.01%
47
-2,493
825
$1K ﹤0.01%
6
+2
31 32
33
34 35