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
$160M
AUM Growth
+$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,094
New
Increased
Reduced
Closed

Top Buys

1
+$2.75M
2
+$1.7M
3
+$770K
4
IWB icon
iShares Russell 1000 ETF
IWB
+$603K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$573K

Top Sells

1
+$1.26M
2
+$579K
3
+$497K
4
WWW icon
Wolverine World Wide
WWW
+$439K
5
HAYN
Haynes International, Inc.
HAYN
+$417K

Sector Composition

1 Utilities 11.2%
2 Consumer Staples 9.33%
3 Healthcare 8.74%
4 Technology 8.37%
5 Financials 8.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$95K 0.06%
1,498
-6
227
$94K 0.06%
2,261
+991
228
$93K 0.06%
4,946
229
$92K 0.06%
1,591
+19
230
$90K 0.06%
+450
231
$89K 0.06%
2,072
232
$89K 0.06%
929
+17
233
$89K 0.06%
+3,330
234
$88K 0.05%
2,506
+1,789
235
$86K 0.05%
+1,000
236
$85K 0.05%
1,281
+765
237
$85K 0.05%
+1,851
238
$85K 0.05%
3,000
239
$83K 0.05%
2,277
-774
240
$83K 0.05%
2,452
-463
241
$83K 0.05%
4,976
242
$82K 0.05%
527
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243
$82K 0.05%
506
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244
$82K 0.05%
4,000
245
$81K 0.05%
1,651
-1,561
246
$81K 0.05%
2,803
+295
247
$80K 0.05%
471
+314
248
$79K 0.05%
2,608
-260
249
$78K 0.05%
1,359
+1,311
250
$78K 0.05%
3,568
-610
8 9
10
11 12