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
326
$49K 0.02%
4,274
+2
327
$49K 0.02%
2,301
-708
328
$49K 0.02%
426
+248
329
$48K 0.02%
5,021
+1,883
330
$48K 0.02%
940
+551
331
$48K 0.02%
5,932
332
$48K 0.02%
1,189
-1,390
333
$48K 0.02%
2,200
-944
334
$47K 0.02%
328
-179
335
$47K 0.02%
407
336
$47K 0.02%
718
337
$46K 0.02%
686
-756
338
$46K 0.02%
280
-181
339
$46K 0.02%
1,648
-3,421
340
$46K 0.02%
813
-108
341
$46K 0.02%
876
-81
342
$46K 0.02%
841
343
$45K 0.02%
480
-32
344
$45K 0.02%
7,800
345
$45K 0.02%
1,086
-134
346
$45K 0.02%
1,132
347
$44K 0.02%
650
-95
348
$44K 0.02%
200
-82
349
$44K 0.02%
822
+11
350
$44K 0.02%
790
12 13
14
15 16