PMFA
Plante Moran Financial Advisors Portfolio holdings
AUM
$1.42B
1-Year Return
13.8%
This Quarter Return
+3.84%
1 Year Return
+13.8%
3 Year Return
+55.88%
5 Year Return
+100.06%
10 Year Return
+234.83%
AUM
$168M
AUM Growth
+$8.28M
(+5.2%)
Cap. Flow
+$2.73M
Cap. Flow
% of AUM
1.62%
Top 10 Holdings %
Top 10 Hldgs %
37.64%
Holding
911
New
64
Increased
156
Reduced
174
Closed
93
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
+$4.7M |
| 2 |
iShares Russell 2000 ETF
IWM
|
+$1.43M |
| 3 |
Vanguard Short-Term Bond ETF
BSV
|
+$1.18M |
| 4 |
iShares Russell 1000 ETF
IWB
|
+$1.06M |
| 5 |
Vanguard S&P 500 ETF
VOO
|
+$749K |
Top Sells
| 1 |
ProAssurance
PRA
|
+$2.92M |
| 2 |
DTE Energy
DTE
|
+$1.11M |
| 3 |
Magna International
MGA
|
+$851K |
| 4 |
Caterpillar
CAT
|
+$772K |
| 5 |
Apple
AAPL
|
+$429K |
Sector Composition
| 1 | Utilities | 9.14% |
| 2 | Consumer Staples | 8.4% |
| 3 | Healthcare | 8.21% |
| 4 | Technology | 8.1% |
| 5 | Financials | 7.44% |
