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
251
$77K 0.05%
5,000
252
$76K 0.05%
+855
253
$76K 0.05%
1,955
-1,000
254
$76K 0.05%
418
+1
255
$76K 0.05%
7,865
+5,731
256
$75K 0.05%
616
257
$75K 0.05%
12,352
258
$75K 0.05%
564
-52
259
$74K 0.05%
2,301
+489
260
$74K 0.05%
4,170
-4,710
261
$74K 0.05%
524
-57
262
$73K 0.05%
747
-42
263
$73K 0.05%
3,500
-1,750
264
$73K 0.05%
1,114
+533
265
$73K 0.05%
1,294
266
$71K 0.04%
2,382
-627
267
$71K 0.04%
+867
268
$71K 0.04%
1,898
+890
269
$71K 0.04%
2,879
+979
270
$71K 0.04%
2,500
-1,889
271
$70K 0.04%
680
+523
272
$70K 0.04%
1,293
+80
273
$69K 0.04%
+2,642
274
$69K 0.04%
1,158
275
$69K 0.04%
3,147
9 10
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