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
$219M
AUM Growth
-$68.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
896
New
Increased
Reduced
Closed

Top Buys

1
+$2.35M
2
+$1.12M
3
+$822K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$670K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$388K

Top Sells

1
+$2.88M
2
+$1.83M
3
+$1.77M
4
PG icon
Procter & Gamble
PG
+$1.15M
5
SYK icon
Stryker
SYK
+$1.09M

Sector Composition

1 Consumer Staples 25.57%
2 Healthcare 13.57%
3 Consumer Discretionary 13.03%
4 Financials 8.71%
5 Technology 8.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$14K 0.01%
288
-921
452
$14K 0.01%
293
+3
453
$14K 0.01%
520
454
$14K 0.01%
954
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455
$14K 0.01%
96
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456
$13K 0.01%
241
+3
457
$13K 0.01%
280
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458
$13K 0.01%
419
459
$13K 0.01%
56
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460
$13K 0.01%
203
461
$13K 0.01%
486
+3
462
$13K 0.01%
300
463
$13K 0.01%
234
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464
$13K 0.01%
325
465
$13K 0.01%
888
+24
466
$13K 0.01%
420
467
$13K 0.01%
+79
468
$13K 0.01%
750
+18
469
$13K 0.01%
379
+12
470
$13K 0.01%
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471
$13K 0.01%
100
472
$12K 0.01%
78
+60
473
$12K 0.01%
+266
474
$12K 0.01%
372
475
$12K 0.01%
500
17 18
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