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
176
$76K 0.04%
2,073
+1,794
177
$76K 0.04%
1,489
178
$74K 0.04%
1,772
-4,029
179
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2,473
180
$73K 0.04%
1,465
+12
181
$73K 0.04%
63
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182
$72K 0.04%
1,634
+1,000
183
$72K 0.04%
1,141
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184
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1,500
185
$71K 0.04%
529
-266
186
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3,541
-2,425
187
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1,250
188
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2,365
189
$68K 0.04%
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190
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191
$67K 0.04%
798
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192
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194
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195
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234
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196
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557
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197
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809
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198
$63K 0.04%
7,800
199
$63K 0.04%
1,207
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200
$63K 0.04%
3,160
-1,400
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