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
451
$25K 0.02%
494
452
$25K 0.02%
688
+635
453
$25K 0.02%
851
-1,795
454
$25K 0.02%
510
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455
$24K 0.02%
508
-646
456
$24K 0.02%
515
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457
$24K 0.02%
+318
458
$24K 0.02%
224
-482
459
$23K 0.01%
1,525
+1,062
460
$23K 0.01%
+495
461
$23K 0.01%
309
462
$23K 0.01%
542
463
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576
464
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600
465
$22K 0.01%
201
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466
$22K 0.01%
250
467
$22K 0.01%
1,397
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468
$22K 0.01%
452
469
$22K 0.01%
24
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$22K 0.01%
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471
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475
472
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600
473
$22K 0.01%
187
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474
$22K 0.01%
387
+14
475
$21K 0.01%
128
-9
17 18
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20 21