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
26
$1.27M 0.79%
41,088
+6,553
27
$1.23M 0.77%
13,921
+1,384
28
$1.21M 0.76%
37,739
+561
29
$1.11M 0.69%
12,322
-1,290
30
$1.09M 0.68%
12,586
+2,371
31
$1.04M 0.65%
12,923
+926
32
$986K 0.62%
25,540
+1,440
33
$979K 0.61%
8,318
-575
34
$953K 0.59%
33,156
-3,575
35
$911K 0.57%
5,740
-3,649
36
$892K 0.56%
8,139
37
$859K 0.54%
52,565
38
$818K 0.51%
18,284
39
$779K 0.49%
5,217
-88
40
$766K 0.48%
21,977
-1,157
41
$752K 0.47%
18,980
+1,460
42
$742K 0.46%
27,523
-21
43
$735K 0.46%
6,386
-2,834
44
$727K 0.45%
16,758
45
$711K 0.44%
14,406
46
$700K 0.44%
20,286
+2,178
47
$692K 0.43%
11,054
+295
48
$685K 0.43%
12,435
-1,089
49
$684K 0.43%
45,855
-6,390
50
$672K 0.42%
8,611
+22
1
2
3 4 5