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
851
$2K ﹤0.01%
22
852
$2K ﹤0.01%
41
853
$2K ﹤0.01%
+14
854
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18
855
$2K ﹤0.01%
+168
856
$2K ﹤0.01%
99
857
$2K ﹤0.01%
+40
858
$2K ﹤0.01%
62
-163
859
$2K ﹤0.01%
239
+109
860
$2K ﹤0.01%
42
-88
861
$2K ﹤0.01%
61
-204
862
$2K ﹤0.01%
27
-340
863
$2K ﹤0.01%
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-297
864
$2K ﹤0.01%
39
865
$2K ﹤0.01%
17
866
$2K ﹤0.01%
76
-126
867
$2K ﹤0.01%
+52
868
$2K ﹤0.01%
52
-18
869
$2K ﹤0.01%
56
870
$2K ﹤0.01%
94
+32
871
$2K ﹤0.01%
250
-3,050
872
$2K ﹤0.01%
178
873
$2K ﹤0.01%
86
874
$2K ﹤0.01%
23
-37
875
$2K ﹤0.01%
+70
33 34
35
36 37