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
501
$11K 0.01%
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502
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133
-27
503
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115
504
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505
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324
506
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507
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1,000
508
$11K 0.01%
105
509
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65
510
$11K 0.01%
+279
511
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450
512
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513
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514
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515
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517
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+90
518
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519
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520
$10K 0.01%
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521
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522
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239
+12
524
$10K 0.01%
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525
$9K 0.01%
937
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