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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
+2.49%
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
$196M
AUM Growth
+$13.7M
(+7.5%)
Cap. Flow
+$9.64M
Cap. Flow
% of AUM
4.92%
Top 10 Holdings %
Top 10 Hldgs %
39.15%
Holding
1,032
New
65
Increased
158
Reduced
318
Closed
214
Top Buys
| 1 |
JetBlue
JBLU
|
+$5.07M |
| 2 |
iShares Russell 1000 ETF
IWB
|
+$3.14M |
| 3 |
McDonald's
MCD
|
+$1.52M |
| 4 |
DTE Energy
DTE
|
+$1.43M |
| 5 |
State Street Consumer Staples Select Sector SPDR ETF
XLP
|
+$1.35M |
Top Sells
| 1 |
Amazon
AMZN
|
+$648K |
| 2 |
Micron Technology
MU
|
+$541K |
| 3 |
MON
Monsanto Co
MON
|
+$489K |
| 4 |
iShares Russell 1000 Value ETF
IWD
|
+$299K |
| 5 |
Leggett & Platt
LEG
|
+$257K |
Sector Composition
| 1 | Industrials | 8.71% |
| 2 | Utilities | 8.69% |
| 3 | Technology | 8.44% |
| 4 | Healthcare | 7.7% |
| 5 | Consumer Staples | 7.51% |
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