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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
-0.08%
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
$114M
AUM Growth
+$2.77M
(+2.5%)
Cap. Flow
+$3.48M
Cap. Flow
% of AUM
3.04%
Top 10 Holdings %
Top 10 Hldgs %
31.73%
Holding
932
New
85
Increased
146
Reduced
180
Closed
122
Top Buys
| 1 |
Horizon Bancorp
HBNC
|
+$425K |
| 2 |
iShares Russell 1000 Value ETF
IWD
|
+$419K |
| 3 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$387K |
| 4 |
iShares Russell 1000 Growth ETF
IWF
|
+$336K |
| 5 |
iShares Russell Mid-Cap ETF
IWR
|
+$310K |
Top Sells
| 1 |
Eaton
ETN
|
+$593K |
| 2 |
ECHO
Echo Global Logistics, Inc.
ECHO
|
+$539K |
| 3 |
PepsiCo
PEP
|
+$418K |
| 4 |
IBM
IBM
|
+$303K |
| 5 |
DTE Energy
DTE
|
+$188K |
Sector Composition
| 1 | Consumer Staples | 11.77% |
| 2 | Healthcare | 11.06% |
| 3 | Technology | 10.7% |
| 4 | Industrials | 9.33% |
| 5 | Financials | 8.65% |
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