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
501
$15K 0.01%
326
-181
502
$15K 0.01%
1,050
-463
503
$15K 0.01%
+726
504
$15K 0.01%
449
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505
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127
506
$15K 0.01%
96
507
$15K 0.01%
1,000
508
$14K 0.01%
177
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509
$14K 0.01%
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510
$14K 0.01%
162
511
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260
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512
$14K 0.01%
428
513
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233
514
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128
515
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175
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516
$13K 0.01%
88
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517
$13K 0.01%
2,825
518
$13K 0.01%
607
519
$12K 0.01%
268
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520
$12K 0.01%
76
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521
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110
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522
$12K 0.01%
209
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523
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242
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524
$12K 0.01%
42
-6
525
$12K 0.01%
248
19 20
21
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