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
851
$1K ﹤0.01%
+32
852
$1K ﹤0.01%
+26
853
$1K ﹤0.01%
+33
854
$1K ﹤0.01%
24
855
$1K ﹤0.01%
32
856
$1K ﹤0.01%
+82
857
$1K ﹤0.01%
+68
858
$1K ﹤0.01%
49
859
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31
860
$1K ﹤0.01%
5
861
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8
862
$1K ﹤0.01%
16
863
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28
864
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+10
865
$1K ﹤0.01%
33
866
$1K ﹤0.01%
75
867
$1K ﹤0.01%
8
+1
868
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23
+4
869
$1K ﹤0.01%
8
+2
870
$1K ﹤0.01%
+29
871
$1K ﹤0.01%
+49
872
$1K ﹤0.01%
17
873
– –
-32
874
$0 ﹤0.01%
16
-452
875
$0 ﹤0.01%
19
33 34
35
36 37