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
476
$19K 0.01%
358
-10,001
477
$19K 0.01%
312
478
$19K 0.01%
563
-12
479
$19K 0.01%
230
+2
480
$19K 0.01%
448
481
$19K 0.01%
829
+54
482
$19K 0.01%
515
-13
483
$18K 0.01%
600
484
$18K 0.01%
452
485
$18K 0.01%
291
+27
486
$18K 0.01%
+435
487
$18K 0.01%
813
488
$18K 0.01%
132
-141
489
$17K 0.01%
+100
490
$17K 0.01%
100
+38
491
$17K 0.01%
469
+56
492
$17K 0.01%
384
-77
493
$17K 0.01%
100
-16
494
$17K 0.01%
278
+55
495
$16K 0.01%
2,293
+173
496
$16K 0.01%
282
-744
497
$16K 0.01%
1,305
498
$16K 0.01%
300
499
$16K 0.01%
375
+32
500
$15K 0.01%
+240
18 19
20
21 22