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
426
$17K 0.01%
1,340
-310
427
$17K 0.01%
346
428
$17K 0.01%
310
429
$17K 0.01%
250
430
$17K 0.01%
150
431
$17K 0.01%
1,190
432
$17K 0.01%
300
433
$17K 0.01%
378
-47
434
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435
$16K 0.01%
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436
$16K 0.01%
551
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437
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213
438
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146
439
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440
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441
$16K 0.01%
204
442
$16K 0.01%
525
443
$16K 0.01%
506
444
$16K 0.01%
145
445
$16K 0.01%
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446
$16K 0.01%
465
447
$16K 0.01%
2,780
448
$16K 0.01%
1,000
449
$15K 0.01%
845
450
$15K 0.01%
225
16 17
18
19 20