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
401
$18K 0.01%
658
-112
402
$18K 0.01%
1,797
403
$18K 0.01%
550
404
$18K 0.01%
166
405
$18K 0.01%
253
+216
406
$18K 0.01%
+10,000
407
$17K 0.01%
+425
408
$17K 0.01%
240
409
$17K 0.01%
567
410
$17K 0.01%
384
-14
411
$17K 0.01%
330
412
$17K 0.01%
+317
413
$17K 0.01%
400
+201
414
$17K 0.01%
166
415
$17K 0.01%
800
-29
416
$17K 0.01%
3,220
417
$16K 0.01%
+127
418
$16K 0.01%
309
-36
419
$16K 0.01%
182
420
$16K 0.01%
660
421
$16K 0.01%
478
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422
$16K 0.01%
69
423
$16K 0.01%
2,390
424
$16K 0.01%
+155
425
$16K 0.01%
342
15 16
17
18 19