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
276
$68K 0.04%
1,498
-374
277
$67K 0.04%
1,017
278
$65K 0.04%
881
+10
279
$65K 0.04%
3,454
280
$65K 0.04%
2,574
281
$64K 0.04%
1,035
+641
282
$63K 0.04%
1,003
-177
283
$63K 0.04%
+1,275
284
$63K 0.04%
1,137
285
$63K 0.04%
489
+58
286
$62K 0.04%
1,051
+46
287
$62K 0.04%
+2,599
288
$62K 0.04%
3,167
289
$62K 0.04%
761
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290
$61K 0.04%
1,232
291
$61K 0.04%
3,339
+838
292
$61K 0.04%
22,920
+1,040
293
$61K 0.04%
494
-1,268
294
$60K 0.04%
1,190
+1,024
295
$59K 0.04%
1,256
+160
296
$59K 0.04%
551
297
$58K 0.04%
1,470
+1,181
298
$58K 0.04%
744
+364
299
$58K 0.04%
774
+662
300
$58K 0.04%
1,143
-784
10 11
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