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
$178M
AUM Growth
+$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
752
New
Increased
Reduced
Closed

Top Buys

1
+$5.07M
2
+$1.53M
3
+$1.35M
4
FITB icon
Fifth Third Bancorp
FITB
+$1.09M
5
XOM icon
Exxon Mobil
XOM
+$909K

Top Sells

1
+$2.03M
2
+$1.69M
3
+$338K
4
PACW
PacWest Bancorp
PACW
+$193K
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$168K

Sector Composition

1 Industrials 7.4%
2 Consumer Staples 6.92%
3 Healthcare 6.77%
4 Technology 6.43%
5 Financials 5.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$126K 0.07%
6,165
+1,697
127
$126K 0.07%
1,675
+759
128
$124K 0.07%
6,207
129
$123K 0.07%
2,289
+755
130
$122K 0.07%
2,569
+637
131
$121K 0.07%
1,868
+625
132
$121K 0.07%
11,227
133
$120K 0.07%
3,000
134
$120K 0.07%
1,434
+636
135
$119K 0.07%
5,932
136
$118K 0.07%
1,312
-37
137
$117K 0.07%
3,730
+1,149
138
$114K 0.06%
5,596
139
$113K 0.06%
1,993
+1,575
140
$112K 0.06%
1,462
+360
141
$111K 0.06%
3,070
+3,059
142
$111K 0.06%
1,330
143
$111K 0.06%
1,000
-34
144
$110K 0.06%
2,051
+1,941
145
$110K 0.06%
1,550
146
$109K 0.06%
2,004
+604
147
$109K 0.06%
+384
148
$108K 0.06%
979
+2
149
$107K 0.06%
2,458
150
$105K 0.06%
1,125
+125
4 5
6
7 8