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
$160M
AUM Growth
+$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,094
New
Increased
Reduced
Closed

Top Buys

1
+$2.75M
2
+$1.7M
3
+$770K
4
IWB icon
iShares Russell 1000 ETF
IWB
+$603K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$573K

Top Sells

1
+$1.26M
2
+$579K
3
+$497K
4
WWW icon
Wolverine World Wide
WWW
+$439K
5
HAYN
Haynes International, Inc.
HAYN
+$417K

Sector Composition

1 Utilities 11.2%
2 Consumer Staples 9.33%
3 Healthcare 8.74%
4 Technology 8.37%
5 Financials 8.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$28K 0.02%
+293
427
$27K 0.02%
+489
428
$27K 0.02%
+627
429
$27K 0.02%
+456
430
$27K 0.02%
372
431
$27K 0.02%
520
432
$27K 0.02%
73
433
$27K 0.02%
+648
434
$27K 0.02%
396
+76
435
$27K 0.02%
+500
436
$27K 0.02%
232
437
$27K 0.02%
1,050
438
$27K 0.02%
935
439
$26K 0.02%
500
440
$26K 0.02%
376
441
$26K 0.02%
31
442
$26K 0.02%
506
443
$26K 0.02%
543
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444
$26K 0.02%
794
+700
445
$26K 0.02%
143
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446
$26K 0.02%
117
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447
$26K 0.02%
6,250
-6,250
448
$26K 0.02%
1,391
449
$26K 0.02%
337
+2
450
$26K 0.02%
742
+288
16 17
18
19 20