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
$114M
AUM Growth
+$2.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
932
New
Increased
Reduced
Closed

Top Buys

1
+$446K
2
+$413K
3
+$369K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$336K
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$304K

Top Sells

1
+$549K
2
+$530K
3
+$426K
4
IBM icon
IBM
IBM
+$302K
5
DTE icon
DTE Energy
DTE
+$188K

Sector Composition

1 Consumer Staples 11.77%
2 Healthcare 11.06%
3 Technology 10.72%
4 Industrials 9.31%
5 Financials 8.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$45K 0.04%
950
277
$45K 0.04%
610
278
$44K 0.04%
1,400
279
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359
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280
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281
$43K 0.04%
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282
$43K 0.04%
+4,453
283
$43K 0.04%
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+424
284
$43K 0.04%
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285
$43K 0.04%
922
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286
$42K 0.04%
715
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287
$42K 0.04%
514
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288
$42K 0.04%
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289
$41K 0.04%
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290
$41K 0.04%
10,000
291
$41K 0.04%
450
292
$41K 0.04%
613
293
$41K 0.04%
1,000
294
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122
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295
$40K 0.04%
219
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296
$40K 0.04%
515
297
$39K 0.03%
636
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298
$39K 0.03%
244
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299
$39K 0.03%
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300
$39K 0.03%
672
10 11
12
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