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
501
$18K 0.01%
292
502
$17K 0.01%
738
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503
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277
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504
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505
$17K 0.01%
295
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506
$17K 0.01%
1,031
+1,000
507
$16K 0.01%
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508
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646
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509
$16K 0.01%
560
510
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511
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180
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512
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513
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514
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214
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515
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516
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517
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750
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518
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519
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522
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523
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325
524
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86
525
$15K 0.01%
362
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