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
801
$2K ﹤0.01%
+3
802
$2K ﹤0.01%
9
803
$2K ﹤0.01%
16
804
$2K ﹤0.01%
+17
805
$2K ﹤0.01%
15
806
$2K ﹤0.01%
19
+1
807
$2K ﹤0.01%
25
808
$2K ﹤0.01%
+21
809
$2K ﹤0.01%
3
810
$2K ﹤0.01%
10
811
$2K ﹤0.01%
59
812
$2K ﹤0.01%
254
813
$2K ﹤0.01%
380
814
$1K ﹤0.01%
25
815
$1K ﹤0.01%
94
816
$1K ﹤0.01%
13
817
$1K ﹤0.01%
+4
818
$1K ﹤0.01%
5
819
$1K ﹤0.01%
+19
820
$1K ﹤0.01%
11
821
$1K ﹤0.01%
34
822
$1K ﹤0.01%
+60
823
$1K ﹤0.01%
25
+5
824
$1K ﹤0.01%
1
825
$1K ﹤0.01%
+17
31 32
33
34 35