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
451
$25K 0.01%
509
+121
452
$24K 0.01%
1,000
453
$24K 0.01%
+750
454
$24K 0.01%
349
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455
$23K 0.01%
1,000
456
$23K 0.01%
300
457
$23K 0.01%
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-2,280
458
$23K 0.01%
643
-33
459
$22K 0.01%
300
-120
460
$22K 0.01%
245
-142
461
$21K 0.01%
6,289
462
$21K 0.01%
196
463
$21K 0.01%
250
464
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330
465
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229
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466
$21K 0.01%
173
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467
$21K 0.01%
342
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468
$21K 0.01%
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$20K 0.01%
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$20K 0.01%
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472
$20K 0.01%
274
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$19K 0.01%
285
+2
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$19K 0.01%
411
475
$19K 0.01%
+255
17 18
19
20 21