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
$114M
AUM Growth
+$2.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
932
New
Increased
Reduced
Closed

Top Buys

1 +$446K
2 +$413K
3 +$369K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$336K
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$304K

Top Sells

1 +$549K
2 +$530K
3 +$426K
4
IBM icon
IBM
IBM
+$302K
5
DTE icon
DTE Energy
DTE
+$188K

Sector Composition

1 Consumer Staples 11.77%
2 Healthcare 11.06%
3 Technology 10.72%
4 Industrials 9.31%
5 Financials 8.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
551
$9K 0.01%
201
552
$9K 0.01%
154
+10
553
$9K 0.01%
482
554
$9K 0.01%
184
+2
555
$9K 0.01%
159
556
$9K 0.01%
476
557
$9K 0.01%
134
558
$9K 0.01%
239
559
$9K 0.01%
+141
560
$9K 0.01%
+628
561
$9K 0.01%
66
562
$9K 0.01%
930
563
$9K 0.01%
190
564
$9K 0.01%
138
565
$9K 0.01%
520
566
$9K 0.01%
571
567
$9K 0.01%
200
568
$9K 0.01%
715
569
$9K 0.01%
150
+50
570
$9K 0.01%
514
571
$9K 0.01%
366
572
$9K 0.01%
139
+100
573
$9K 0.01%
200
574
$9K 0.01%
273
575
$9K 0.01%
117