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
876
$2K ﹤0.01%
300
877
$2K ﹤0.01%
87
878
$2K ﹤0.01%
35
-8
879
$2K ﹤0.01%
8
880
$1K ﹤0.01%
76
881
$1K ﹤0.01%
32
882
$1K ﹤0.01%
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883
$1K ﹤0.01%
31
-246
884
$1K ﹤0.01%
41
+23
885
$1K ﹤0.01%
+56
886
$1K ﹤0.01%
37
887
$1K ﹤0.01%
102
888
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889
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-70
890
$1K ﹤0.01%
33
891
$1K ﹤0.01%
33
892
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893
$1K ﹤0.01%
99
894
– –
0
895
$1K ﹤0.01%
27
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896
$1K ﹤0.01%
10
-18
897
$1K ﹤0.01%
1
-1
898
$1K ﹤0.01%
85
899
$1K ﹤0.01%
5
900
$1K ﹤0.01%
92
34 35
36
37 38