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PMFA
Plante Moran Financial Advisors Portfolio holdings
AUM
$1.55B
1-Year Est. Return
17.93%
This Fund
S&P 500
This Quarter
Est. Return
+4.34%
1 Year Est. Return
+17.93%
3 Year Est. Return
+50.34%
5 Year Est. Return
+65.94%
10 Year Est. Return
+247.17%
AUM
$136M
AUM Growth
+$21.6M
(+19%)
Cap. Flow
+$16.5M
Cap. Flow
% of AUM
12.15%
Top 10 Holdings %
Top 10 Hldgs %
37.25%
Holding
904
New
97
Increased
166
Reduced
124
Closed
81
Top Buys
| 1 |
Andersons Inc
ANDE
|
+$9.11M |
| 2 |
DTE Energy
DTE
|
+$3.57M |
| 3 |
DuPont de Nemours
DD
|
+$1.41M |
| 4 |
Magna International
MGA
|
+$810K |
| 5 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$703K |
Top Sells
| 1 |
SPDR Gold Trust
GLD
|
+$1.67M |
| 2 |
iShares Gold Trust
IAU
|
+$1.02M |
| 3 |
INWK
InnerWorkings, Inc.
INWK
|
+$597K |
| 4 |
Groupon
GRPN
|
+$355K |
| 5 |
PIMCO Active Bond Exchange-Traded Fund
BOND
|
+$228K |
Sector Composition
| 1 | Consumer Staples | 17.23% |
| 2 | Healthcare | 10.36% |
| 3 | Utilities | 10.09% |
| 4 | Technology | 9.75% |
| 5 | Industrials | 8.44% |
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