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
$181M
AUM Growth
+$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
939
New
Increased
Reduced
Closed

Top Buys

1
+$1.1M
2
+$718K
3
+$478K
4
FCX icon
Freeport-McMoran
FCX
+$379K
5
CWI icon
SPDR MSCI ACWI ex-US ETF
CWI
+$252K

Top Sells

1
+$1.15M
2
+$1.07M
3
+$779K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$567K
5
SPR icon
Spirit AeroSystems
SPR
+$463K

Sector Composition

1 Consumer Staples 8.81%
2 Utilities 8.62%
3 Financials 8.35%
4 Technology 8.18%
5 Healthcare 7.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$142K 0.08%
1,362
+174
177
$141K 0.08%
641
-557
178
$140K 0.08%
1,617
-575
179
$136K 0.08%
1,766
180
$135K 0.07%
4,040
181
$134K 0.07%
5,069
182
$133K 0.07%
4,154
+253
183
$133K 0.07%
538
184
$133K 0.07%
1,001
-14
185
$133K 0.07%
1,874
186
$130K 0.07%
2,148
+2
187
$129K 0.07%
1,994
+174
188
$129K 0.07%
1,010
+469
189
$129K 0.07%
1,911
+1,833
190
$128K 0.07%
1,798
191
$127K 0.07%
1,561
+287
192
$127K 0.07%
717
+617
193
$126K 0.07%
3,610
194
$121K 0.07%
1,600
195
$120K 0.07%
6,491
-148
196
$119K 0.07%
1,335
197
$119K 0.07%
1,684
+753
198
$117K 0.06%
2,172
199
$115K 0.06%
763
-47
200
$115K 0.06%
1,392
6 7
8
9 10