PMFA

Plante Moran Financial Advisors Portfolio holdings

AUM $1.42B
1-Year Return 13.8%
This Quarter Return
+4.34%
1 Year Return
+13.8%
3 Year Return
+55.88%
5 Year Return
+100.06%
10 Year Return
+234.83%
AUM
$136M
AUM Growth
+$21.6M
Cap. Flow
+$16.1M
Cap. Flow %
11.87%
Top 10 Hldgs %
37.25%
Holding
904
New
97
Increased
166
Reduced
124
Closed
81

Sector Composition

1 Consumer Staples 17.23%
2 Healthcare 10.36%
3 Utilities 10.09%
4 Technology 9.76%
5 Industrials 8.41%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
DO
901
DELISTED
Diamond Offshore Drilling
DO
-230
Closed -$8K
VC icon
902
Visteon
VC
$3.42B
$0 ﹤0.01%
2
VCEL icon
903
Vericel Corp
VCEL
$1.7B
$0 ﹤0.01%
13
VDE icon
904
Vanguard Energy ETF
VDE
$7.33B
-129
Closed -$17K