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
826
$1K ﹤0.01%
26
827
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+39
828
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+16
829
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76
830
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+4
831
$1K ﹤0.01%
6
832
$1K ﹤0.01%
25
833
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834
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835
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836
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837
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5
838
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12
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839
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+19
840
$1K ﹤0.01%
11
841
$1K ﹤0.01%
34
842
$1K ﹤0.01%
+60
843
$1K ﹤0.01%
25
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844
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1
845
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9
846
$1K ﹤0.01%
57
847
$1K ﹤0.01%
+17
848
$1K ﹤0.01%
30
849
$1K ﹤0.01%
+25
850
$1K ﹤0.01%
9
+3
32 33
34
35 36