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
376
$26K 0.02%
2,319
-312
377
$26K 0.02%
1,098
378
$26K 0.02%
425
+246
379
$26K 0.02%
224
380
$26K 0.02%
240
+123
381
$25K 0.02%
450
382
$25K 0.02%
434
-11
383
$24K 0.02%
460
384
$24K 0.02%
251
+50
385
$23K 0.02%
515
386
$23K 0.02%
421
387
$23K 0.02%
1,200
388
$23K 0.02%
1,600
389
$23K 0.02%
275
+64
390
$23K 0.02%
190
-135
391
$23K 0.02%
200
392
$22K 0.02%
406
393
$22K 0.02%
315
-363
394
$22K 0.02%
119
-100
395
$22K 0.02%
340
396
$22K 0.02%
128
397
$21K 0.01%
252
+190
398
$21K 0.01%
+1,500
399
$21K 0.01%
309
400
$21K 0.01%
431
14 15
16
17 18