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
351
$44K 0.02%
160
-43
352
$44K 0.02%
370
353
$43K 0.02%
615
-1,052
354
$43K 0.02%
797
+460
355
$43K 0.02%
+1,022
356
$43K 0.02%
855
+147
357
$43K 0.02%
733
+79
358
$43K 0.02%
2,407
359
$43K 0.02%
966
+378
360
$42K 0.02%
1,610
-57
361
$42K 0.02%
5,500
+3,199
362
$42K 0.02%
1,850
363
$42K 0.02%
2,950
+1,450
364
$42K 0.02%
340
+40
365
$42K 0.02%
464
366
$41K 0.02%
205
+180
367
$41K 0.02%
475
368
$41K 0.02%
450
-1
369
$41K 0.02%
1,100
+500
370
$41K 0.02%
180
371
$41K 0.02%
2,007
-332
372
$41K 0.02%
1,440
373
$40K 0.02%
4,000
+2,500
374
$40K 0.02%
750
375
$40K 0.02%
2,188
13 14
15
16 17