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
351
$45K 0.03%
762
352
$45K 0.03%
367
+19
353
$45K 0.03%
1,482
-80
354
$45K 0.03%
427
355
$44K 0.03%
+384
356
$44K 0.03%
6,489
357
$43K 0.03%
520
-56
358
$42K 0.03%
790
359
$41K 0.03%
822
360
$41K 0.03%
2,274
361
$41K 0.03%
1,009
-12
362
$41K 0.03%
567
363
$40K 0.02%
+575
364
$40K 0.02%
+726
365
$40K 0.02%
1,830
366
$40K 0.02%
1,437
+987
367
$40K 0.02%
916
-344
368
$40K 0.02%
+1,263
369
$39K 0.02%
400
+377
370
$39K 0.02%
5,932
371
$39K 0.02%
180
372
$39K 0.02%
103
+47
373
$38K 0.02%
4,104
374
$38K 0.02%
7,800
375
$38K 0.02%
760
+228
13 14
15
16 17