PMFA
Plante Moran Financial Advisors Portfolio holdings
AUM
$1.42B
1-Year Return
13.8%
This Quarter Return
-0.94%
1 Year Return
+13.8%
3 Year Return
+55.88%
5 Year Return
+100.06%
10 Year Return
+234.83%
AUM
$182M
AUM Growth
+$1.65M
(+0.92%)
Cap. Flow
+$4.44M
Cap. Flow
% of AUM
2.44%
Top 10 Holdings %
Top 10 Hldgs %
36.45%
Holding
1,039
New
153
Increased
285
Reduced
164
Closed
72
Top Buys
| 1 |
JetBlue
JBLU
|
+$2.08M |
| 2 |
Amazon
AMZN
|
+$876K |
| 3 |
iShares Core S&P 500 ETF
IVV
|
+$792K |
| 4 |
ManpowerGroup
MAN
|
+$558K |
| 5 |
Micron Technology
MU
|
+$526K |
Top Sells
| 1 |
iShares Russell 1000 ETF
IWB
|
+$1.46M |
| 2 |
Vanguard Total Bond Market
BND
|
+$945K |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
+$757K |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$541K |
| 5 |
Gerdau
GGB
|
+$401K |
Sector Composition
| 1 | Technology | 8.72% |
| 2 | Utilities | 8.69% |
| 3 | Healthcare | 8.25% |
| 4 | Consumer Staples | 8.24% |
| 5 | Financials | 8.17% |
