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
301
$57K 0.04%
1,285
+250
302
$57K 0.04%
+3,575
303
$57K 0.04%
365
+1
304
$57K 0.04%
3,700
-1,116
305
$57K 0.04%
694
-563
306
$57K 0.04%
1,387
+334
307
$56K 0.03%
534
+327
308
$56K 0.03%
243
+103
309
$56K 0.03%
485
+299
310
$54K 0.03%
2,788
311
$54K 0.03%
68
+35
312
$54K 0.03%
841
313
$53K 0.03%
1,023
314
$53K 0.03%
1,500
315
$53K 0.03%
1,524
-1,522
316
$53K 0.03%
379
-59
317
$53K 0.03%
391
+91
318
$53K 0.03%
254
-19
319
$52K 0.03%
597
-10
320
$52K 0.03%
925
-205
321
$52K 0.03%
428
+88
322
$52K 0.03%
2,502
-126
323
$52K 0.03%
506
+9
324
$52K 0.03%
718
+111
325
$51K 0.03%
4,058
11 12
13
14 15