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
826
$1K ﹤0.01%
+32
827
– –
0
828
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829
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106
830
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+59
831
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10
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832
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9
833
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834
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835
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10
836
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47
-2,493
837
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6
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838
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839
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+39
840
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+16
841
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76
842
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843
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6
844
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+20
845
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12
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846
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9
847
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59
848
$1K ﹤0.01%
30
849
$1K ﹤0.01%
+25
850
$1K ﹤0.01%
9
+3
32 33
34
35 36