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
$219M
AUM Growth
-$68.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
896
New
Increased
Reduced
Closed

Top Buys

1
+$2.35M
2
+$1.12M
3
+$822K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$670K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$388K

Top Sells

1
+$2.88M
2
+$1.83M
3
+$1.77M
4
PG icon
Procter & Gamble
PG
+$1.15M
5
SYK icon
Stryker
SYK
+$1.09M

Sector Composition

1 Consumer Staples 25.57%
2 Healthcare 13.57%
3 Consumer Discretionary 13.03%
4 Financials 8.71%
5 Technology 8.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$51K 0.02%
352
-69
252
$51K 0.02%
446
-32
253
$50K 0.02%
2,455
-585
254
$50K 0.02%
200
-9
255
$50K 0.02%
1,088
256
$50K 0.02%
160
-39
257
$50K 0.02%
1,425
+1,395
258
$50K 0.02%
2,749
+7
259
$50K 0.02%
2,384
-381
260
$49K 0.02%
1,002
-36
261
$49K 0.02%
513
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262
$49K 0.02%
891
263
$48K 0.02%
1,396
+7
264
$48K 0.02%
965
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265
$47K 0.02%
250
-50
266
$47K 0.02%
514
267
$46K 0.02%
1,310
268
$45K 0.02%
2,331
+9
269
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608
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270
$45K 0.02%
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271
$45K 0.02%
1,443
-159
272
$44K 0.02%
1,050
-1,715
273
$44K 0.02%
325
274
$43K 0.02%
1,812
-5
275
$43K 0.02%
+7,000
9 10
11
12 13