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
$114M
AUM Growth
+$2.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
932
New
Increased
Reduced
Closed

Top Buys

1
+$446K
2
+$413K
3
+$369K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$336K
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$304K

Top Sells

1
+$549K
2
+$530K
3
+$426K
4
IBM icon
IBM
IBM
+$302K
5
DTE icon
DTE Energy
DTE
+$188K

Sector Composition

1 Consumer Staples 11.77%
2 Healthcare 11.06%
3 Technology 10.72%
4 Industrials 9.31%
5 Financials 8.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$20K 0.02%
+371
402
$20K 0.02%
580
-580
403
$20K 0.02%
247
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404
$20K 0.02%
264
405
$20K 0.02%
+200
406
$20K 0.02%
31
407
$20K 0.02%
429
+27
408
$20K 0.02%
564
+300
409
$19K 0.02%
495
410
$19K 0.02%
3,290
411
$19K 0.02%
347
412
$19K 0.02%
421
413
$19K 0.02%
551
-27
414
$19K 0.02%
556
415
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272
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416
$19K 0.02%
200
417
$18K 0.02%
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418
$18K 0.02%
694
419
$18K 0.02%
1,725
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420
$18K 0.02%
551
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421
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420
422
$18K 0.02%
800
423
$18K 0.02%
560
424
$18K 0.02%
+879
425
$18K 0.02%
530
+169
15 16
17
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