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
$196M
AUM Growth
+$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,032
New
Increased
Reduced
Closed

Top Buys

1
+$5M
2
+$3.17M
3
+$1.47M
4
DTE icon
DTE Energy
DTE
+$1.45M
5
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$1.37M

Top Sells

1
+$694K
2
+$531K
3
+$489K
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$299K
5
LEG icon
Leggett & Platt
LEG
+$267K

Sector Composition

1 Industrials 8.7%
2 Utilities 8.69%
3 Technology 8.44%
4 Healthcare 7.7%
5 Consumer Staples 7.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$67K 0.03%
800
-35
277
$67K 0.03%
2,711
278
$66K 0.03%
1,599
279
$66K 0.03%
960
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280
$65K 0.03%
668
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281
$65K 0.03%
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-658
282
$65K 0.03%
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283
$65K 0.03%
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284
$65K 0.03%
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285
$64K 0.03%
2,640
-1,200
286
$64K 0.03%
5,175
-2,550
287
$63K 0.03%
1,168
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288
$62K 0.03%
444
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289
$62K 0.03%
1,272
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290
$62K 0.03%
1,029
-1,017
291
$60K 0.03%
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292
$60K 0.03%
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293
$59K 0.03%
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294
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417
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295
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1,926
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296
$59K 0.03%
5,354
-7,056
297
$59K 0.03%
1,132
298
$59K 0.03%
1,000
+600
299
$58K 0.03%
1,150
+397
300
$58K 0.03%
1,795
10 11
12
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