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
851
$1K ﹤0.01%
+26
852
$1K ﹤0.01%
+33
853
$1K ﹤0.01%
32
854
$1K ﹤0.01%
+82
855
$1K ﹤0.01%
+68
856
$1K ﹤0.01%
49
857
$1K ﹤0.01%
31
858
$1K ﹤0.01%
5
859
$1K ﹤0.01%
8
860
$1K ﹤0.01%
16
861
$1K ﹤0.01%
28
862
$1K ﹤0.01%
+10
863
$1K ﹤0.01%
33
864
$1K ﹤0.01%
75
865
$1K ﹤0.01%
8
+1
866
$1K ﹤0.01%
23
+4
867
$1K ﹤0.01%
8
+2
868
$1K ﹤0.01%
+29
869
$1K ﹤0.01%
+49
870
$1K ﹤0.01%
17
871
$1K ﹤0.01%
+13
872
$1K ﹤0.01%
24
873
– –
-500
874
– –
-14
875
– –
-78
33 34
35
36 37