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
376
$40K 0.02%
2,250
377
$39K 0.02%
+3,255
378
$39K 0.02%
1,383
379
$39K 0.02%
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380
$39K 0.02%
849
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381
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382
$39K 0.02%
2,275
383
$39K 0.02%
700
-1,181
384
$39K 0.02%
3,140
+1,500
385
$38K 0.02%
862
-435
386
$38K 0.02%
310
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387
$37K 0.02%
154
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388
$37K 0.02%
371
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389
$37K 0.02%
3,378
390
$37K 0.02%
919
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391
$37K 0.02%
183
392
$37K 0.02%
470
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$37K 0.02%
275
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394
$36K 0.02%
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395
$36K 0.02%
134
396
$36K 0.02%
2,063
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397
$36K 0.02%
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398
$36K 0.02%
1,468
399
$36K 0.02%
1,106
-135
400
$36K 0.02%
+400
14 15
16
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