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
$148M
AUM Growth
+$10.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,050
New
Increased
Reduced
Closed

Top Buys

1
+$1.78M
2
+$670K
3
+$417K
4
VZ icon
Verizon
VZ
+$190K
5
HTZ
Hertz Global Holdings, Inc.
HTZ
+$173K

Top Sells

1
+$507K
2
+$365K
3
+$347K
4
AAL icon
American Airlines Group
AAL
+$284K
5
HRI icon
Herc Holdings
HRI
+$264K

Sector Composition

1 Utilities 11.54%
2 Consumer Staples 10.79%
3 Healthcare 9.01%
4 Technology 8.82%
5 Financials 7.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$2K ﹤0.01%
107
+8
827
$2K ﹤0.01%
90
+20
828
$2K ﹤0.01%
24
829
$2K ﹤0.01%
82
830
$2K ﹤0.01%
160
831
$2K ﹤0.01%
78
832
$2K ﹤0.01%
168
833
$2K ﹤0.01%
+1
834
$2K ﹤0.01%
56
835
$2K ﹤0.01%
43
-5
836
$2K ﹤0.01%
+3
837
$2K ﹤0.01%
32
838
$2K ﹤0.01%
89
+4
839
$2K ﹤0.01%
35
840
$2K ﹤0.01%
+95
841
$2K ﹤0.01%
120
+20
842
$2K ﹤0.01%
15
843
$2K ﹤0.01%
60
844
$2K ﹤0.01%
149
845
$2K ﹤0.01%
+48
846
$2K ﹤0.01%
48
847
$2K ﹤0.01%
18
848
$2K ﹤0.01%
77
849
$2K ﹤0.01%
28
850
$2K ﹤0.01%
37
32 33
34
35 36