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
526
$8K ﹤0.01%
46
-135
527
$7K ﹤0.01%
224
+55
528
$7K ﹤0.01%
404
+21
529
$7K ﹤0.01%
188
530
$7K ﹤0.01%
200
531
$7K ﹤0.01%
+265
532
$7K ﹤0.01%
128
+16
533
$7K ﹤0.01%
+95
534
$7K ﹤0.01%
48
535
$7K ﹤0.01%
279
536
$7K ﹤0.01%
50
537
$7K ﹤0.01%
+80
538
$7K ﹤0.01%
+183
539
$7K ﹤0.01%
+1,250
540
$7K ﹤0.01%
1,135
541
$7K ﹤0.01%
102
542
$7K ﹤0.01%
477
543
$6K ﹤0.01%
100
544
$6K ﹤0.01%
72
-624
545
$6K ﹤0.01%
1,022
546
$6K ﹤0.01%
328
547
$6K ﹤0.01%
1,390
548
$6K ﹤0.01%
+255
549
$6K ﹤0.01%
+263
550
$6K ﹤0.01%
+53
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