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
$143M
AUM Growth
+$7.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
864
New
Increased
Reduced
Closed

Top Buys

1
+$2.15M
2
+$2.15M
3
+$2.13M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$1.23M
5
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$814K

Top Sells

1
+$1.23M
2
+$982K
3
+$681K
4
LVS icon
Las Vegas Sands
LVS
+$582K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$571K

Sector Composition

1 Consumer Staples 14.32%
2 Utilities 10.44%
3 Healthcare 9.72%
4 Technology 9.11%
5 Industrials 8.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$30K 0.02%
403
352
$30K 0.02%
760
353
$30K 0.02%
610
354
$29K 0.02%
205
-10
355
$29K 0.02%
2,200
356
$29K 0.02%
630
+2
357
$29K 0.02%
370
358
$29K 0.02%
+1,269
359
$28K 0.02%
792
360
$28K 0.02%
551
361
$28K 0.02%
752
+12
362
$27K 0.02%
196
+100
363
$27K 0.02%
750
364
$27K 0.02%
+1,050
365
$27K 0.02%
875
366
$27K 0.02%
+1,138
367
$27K 0.02%
264
368
$27K 0.02%
291
369
$27K 0.02%
3,439
-1,689
370
$27K 0.02%
370
371
$27K 0.02%
202
372
$27K 0.02%
+1,000
373
$26K 0.02%
500
374
$26K 0.02%
358
375
$26K 0.02%
+350
13 14
15
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