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
401
$35K 0.02%
1,050
402
$35K 0.02%
1,200
+530
403
$34K 0.02%
346
-118
404
$33K 0.02%
496
-148
405
$32K 0.02%
243
-54
406
$32K 0.02%
2,431
407
$32K 0.02%
638
+507
408
$32K 0.02%
372
409
$32K 0.02%
486
-366
410
$31K 0.02%
1,727
+55
411
$31K 0.02%
309
412
$31K 0.02%
+300
413
$31K 0.02%
1,732
-2,152
414
$31K 0.02%
89
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415
$31K 0.02%
285
-47
416
$31K 0.02%
528
417
$30K 0.02%
686
-2,015
418
$30K 0.02%
+800
419
$30K 0.02%
442
420
$29K 0.01%
314
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421
$29K 0.01%
232
422
$29K 0.01%
123
-155
423
$29K 0.01%
567
424
$29K 0.01%
306
425
$29K 0.01%
1,500
-501
15 16
17
18 19