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
$219M
AUM Growth
-$68.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
896
New
Increased
Reduced
Closed

Top Buys

1
+$2.35M
2
+$1.12M
3
+$822K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$670K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$388K

Top Sells

1
+$2.88M
2
+$1.83M
3
+$1.77M
4
PG icon
Procter & Gamble
PG
+$1.15M
5
SYK icon
Stryker
SYK
+$1.09M

Sector Composition

1 Consumer Staples 25.57%
2 Healthcare 13.57%
3 Consumer Discretionary 13.03%
4 Financials 8.71%
5 Technology 8.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$10K ﹤0.01%
+102
502
$10K ﹤0.01%
136
+102
503
$10K ﹤0.01%
223
504
$10K ﹤0.01%
418
505
$10K ﹤0.01%
4,175
506
$10K ﹤0.01%
290
-548
507
$9K ﹤0.01%
+95
508
$9K ﹤0.01%
191
-433
509
$9K ﹤0.01%
534
510
$9K ﹤0.01%
358
-67
511
$9K ﹤0.01%
236
+96
512
$9K ﹤0.01%
+68
513
$9K ﹤0.01%
+175
514
$8K ﹤0.01%
+30
515
$8K ﹤0.01%
100
516
$8K ﹤0.01%
23
517
$8K ﹤0.01%
336
+34
518
$8K ﹤0.01%
528
519
$8K ﹤0.01%
111
520
$8K ﹤0.01%
106
521
$8K ﹤0.01%
323
522
$8K ﹤0.01%
+69
523
$8K ﹤0.01%
188
524
$8K ﹤0.01%
+55
525
$8K ﹤0.01%
+72
19 20
21
22 23