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
$114M
AUM Growth
+$2.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
932
New
Increased
Reduced
Closed

Top Buys

1
+$446K
2
+$413K
3
+$369K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$336K
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$304K

Top Sells

1
+$549K
2
+$530K
3
+$426K
4
IBM icon
IBM
IBM
+$302K
5
DTE icon
DTE Energy
DTE
+$188K

Sector Composition

1 Consumer Staples 11.77%
2 Healthcare 11.06%
3 Technology 10.72%
4 Industrials 9.31%
5 Financials 8.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$29K 0.03%
300
+20
352
$28K 0.02%
378
-841
353
$28K 0.02%
1,400
354
$28K 0.02%
+400
355
$28K 0.02%
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-154
356
$28K 0.02%
408
357
$27K 0.02%
251
-126
358
$27K 0.02%
1,098
359
$26K 0.02%
200
360
$26K 0.02%
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361
$26K 0.02%
557
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362
$26K 0.02%
+73
363
$26K 0.02%
363
364
$26K 0.02%
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365
$25K 0.02%
358
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366
$25K 0.02%
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367
$25K 0.02%
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368
$25K 0.02%
291
369
$25K 0.02%
282
370
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371
$25K 0.02%
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372
$25K 0.02%
483
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373
$25K 0.02%
1,674
374
$24K 0.02%
618
375
$24K 0.02%
210
-210
13 14
15
16 17