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
$219M
AUM Growth
-$68.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
896
New
Increased
Reduced
Closed

Top Buys

1
+$2.35M
2
+$1.12M
3
+$822K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$670K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$388K

Top Sells

1
+$2.88M
2
+$1.83M
3
+$1.77M
4
PG icon
Procter & Gamble
PG
+$1.15M
5
SYK icon
Stryker
SYK
+$1.09M

Sector Composition

1 Consumer Staples 25.57%
2 Healthcare 13.57%
3 Consumer Discretionary 13.03%
4 Financials 8.71%
5 Technology 8.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$25K 0.01%
+1,642
352
$25K 0.01%
87
-17
353
$25K 0.01%
418
-267
354
$24K 0.01%
698
+545
355
$24K 0.01%
7,800
356
$24K 0.01%
696
357
$24K 0.01%
1,085
358
$24K 0.01%
+80
359
$24K 0.01%
475
+183
360
$23K 0.01%
170
-17
361
$23K 0.01%
310
-322
362
$23K 0.01%
838
+800
363
$23K 0.01%
97
+66
364
$23K 0.01%
270
-343
365
$23K 0.01%
155
366
$22K 0.01%
+100
367
$22K 0.01%
827
368
$22K 0.01%
144
-56
369
$22K 0.01%
197
370
$22K 0.01%
1,732
371
$22K 0.01%
284
372
$22K 0.01%
400
373
$22K 0.01%
1,128
374
$22K 0.01%
221
+157
375
$22K 0.01%
+1,731
13 14
15
16 17