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
426
$29K 0.01%
1,128
427
$29K 0.01%
1,275
428
$29K 0.01%
+100
429
$28K 0.01%
560
430
$28K 0.01%
264
431
$28K 0.01%
169
-98
432
$27K 0.01%
765
433
$27K 0.01%
1,500
434
$27K 0.01%
166
435
$27K 0.01%
476
-23
436
$27K 0.01%
750
437
$26K 0.01%
2,062
438
$26K 0.01%
1,000
439
$26K 0.01%
24
440
$26K 0.01%
310
441
$26K 0.01%
13
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442
$25K 0.01%
1,000
443
$25K 0.01%
1,500
444
$25K 0.01%
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445
$25K 0.01%
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446
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447
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2,000
448
$25K 0.01%
198
449
$25K 0.01%
342
+41
450
$25K 0.01%
2,000
16 17
18
19 20