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
476
$13K 0.01%
1,500
477
$13K 0.01%
300
-280
478
$13K 0.01%
164
479
$13K 0.01%
325
480
$13K 0.01%
560
481
$13K 0.01%
300
482
$13K 0.01%
300
483
$13K 0.01%
252
484
$12K 0.01%
1,423
485
$12K 0.01%
213
-38
486
$12K 0.01%
144
487
$12K 0.01%
162
488
$12K 0.01%
+225
489
$12K 0.01%
591
490
$12K 0.01%
322
491
$12K 0.01%
380
-33
492
$12K 0.01%
239
-402
493
$12K 0.01%
81
494
$11K 0.01%
190
495
$11K 0.01%
233
496
$11K 0.01%
+132
497
$11K 0.01%
222
+18
498
$11K 0.01%
213
+2
499
$11K 0.01%
100
500
$11K 0.01%
462
18 19
20
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