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
276
$52K 0.04%
2,556
-60
277
$51K 0.04%
2,994
-282
278
$51K 0.04%
+1,170
279
$51K 0.04%
1,092
280
$51K 0.04%
4,058
281
$50K 0.03%
300
282
$50K 0.03%
+1,342
283
$49K 0.03%
1,000
284
$49K 0.03%
1,010
285
$49K 0.03%
2,085
-1,400
286
$49K 0.03%
500
287
$49K 0.03%
700
288
$49K 0.03%
4,453
289
$48K 0.03%
508
290
$48K 0.03%
624
-6,125
291
$48K 0.03%
1,795
292
$48K 0.03%
2,407
-3,800
293
$48K 0.03%
743
-192
294
$47K 0.03%
225
-265
295
$47K 0.03%
1,371
+1,323
296
$46K 0.03%
613
-38
297
$46K 0.03%
359
298
$46K 0.03%
496
299
$46K 0.03%
296
300
$45K 0.03%
+1,013
10 11
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