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
$143M
AUM Growth
+$7.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
864
New
Increased
Reduced
Closed

Top Buys

1
+$2.15M
2
+$2.15M
3
+$2.13M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$1.23M
5
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$814K

Top Sells

1
+$1.23M
2
+$982K
3
+$681K
4
LVS icon
Las Vegas Sands
LVS
+$582K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$571K

Sector Composition

1 Consumer Staples 14.32%
2 Utilities 10.44%
3 Healthcare 9.72%
4 Technology 9.11%
5 Industrials 8.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$61K 0.04%
4,775
252
$61K 0.04%
1,922
+16
253
$60K 0.04%
1,583
+6
254
$60K 0.04%
1,569
255
$60K 0.04%
1,323
-12
256
$59K 0.04%
810
-60
257
$59K 0.04%
1,200
258
$59K 0.04%
864
259
$59K 0.04%
7,800
260
$59K 0.04%
644
261
$58K 0.04%
8,534
262
$58K 0.04%
683
-40
263
$58K 0.04%
822
264
$57K 0.04%
1,201
265
$55K 0.04%
500
266
$55K 0.04%
466
267
$55K 0.04%
1,257
+502
268
$54K 0.04%
1,880
-760
269
$54K 0.04%
533
+1
270
$54K 0.04%
651
271
$53K 0.04%
505
272
$53K 0.04%
+1,600
273
$52K 0.04%
+650
274
$52K 0.04%
2,000
275
$52K 0.04%
+2,284
9 10
11
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