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
451
$15K 0.01%
564
452
$15K 0.01%
130
+30
453
$15K 0.01%
288
-35
454
$15K 0.01%
713
+31
455
$15K 0.01%
426
+2
456
$15K 0.01%
189
+50
457
$15K 0.01%
186
458
$14K 0.01%
400
459
$14K 0.01%
340
460
$14K 0.01%
1,229
461
$14K 0.01%
1,320
-144
462
$14K 0.01%
124
463
$14K 0.01%
522
464
$14K 0.01%
546
465
$14K 0.01%
556
466
$14K 0.01%
185
467
$14K 0.01%
1,000
468
$14K 0.01%
282
469
$14K 0.01%
400
470
$14K 0.01%
890
+32
471
$13K 0.01%
150
472
$13K 0.01%
450
-7,100
473
$13K 0.01%
67
474
$13K 0.01%
700
475
$13K 0.01%
186
17 18
19
20 21