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
$160M
AUM Growth
+$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,094
New
Increased
Reduced
Closed

Top Buys

1
+$2.75M
2
+$1.7M
3
+$770K
4
IWB icon
iShares Russell 1000 ETF
IWB
+$603K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$573K

Top Sells

1
+$1.26M
2
+$579K
3
+$497K
4
WWW icon
Wolverine World Wide
WWW
+$439K
5
HAYN
Haynes International, Inc.
HAYN
+$417K

Sector Composition

1 Utilities 11.2%
2 Consumer Staples 9.33%
3 Healthcare 8.74%
4 Technology 8.37%
5 Financials 8.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$13K 0.01%
236
552
$13K 0.01%
233
553
$13K 0.01%
107
+92
554
$12K 0.01%
+290
555
$12K 0.01%
228
556
$12K 0.01%
+166
557
$12K 0.01%
261
+60
558
$12K 0.01%
324
559
$12K 0.01%
740
560
$12K 0.01%
243
-29
561
$12K 0.01%
127
562
$12K 0.01%
+229
563
$12K 0.01%
325
-385
564
$12K 0.01%
90
+3
565
$12K 0.01%
+439
566
$11K 0.01%
+166
567
$11K 0.01%
+157
568
$11K 0.01%
+269
569
$11K 0.01%
1,430
570
$11K 0.01%
+400
571
$11K 0.01%
211
572
$11K 0.01%
225
573
$11K 0.01%
300
574
$11K 0.01%
3,449
+1,731
575
$11K 0.01%
682
21 22
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