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
326
$51K 0.03%
+1,002
327
$51K 0.03%
889
+13
328
$50K 0.03%
727
-28
329
$50K 0.03%
1,484
-165
330
$50K 0.03%
496
331
$49K 0.03%
2,407
332
$49K 0.03%
414
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333
$49K 0.03%
2,846
334
$48K 0.03%
2,324
335
$48K 0.03%
466
+96
336
$48K 0.03%
946
+21
337
$48K 0.03%
500
338
$46K 0.03%
431
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339
$46K 0.03%
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340
$46K 0.03%
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341
$46K 0.03%
449
342
$46K 0.03%
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343
$46K 0.03%
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344
$46K 0.03%
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345
$46K 0.03%
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346
$46K 0.03%
+1,440
347
$45K 0.03%
594
+391
348
$45K 0.03%
386
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349
$45K 0.03%
633
-406
350
$45K 0.03%
998
12 13
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