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
$196M
AUM Growth
+$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,032
New
Increased
Reduced
Closed

Top Buys

1
+$5M
2
+$3.17M
3
+$1.47M
4
DTE icon
DTE Energy
DTE
+$1.45M
5
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$1.37M

Top Sells

1
+$694K
2
+$531K
3
+$489K
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$299K
5
LEG icon
Leggett & Platt
LEG
+$267K

Sector Composition

1 Industrials 8.7%
2 Utilities 8.69%
3 Technology 8.44%
4 Healthcare 7.7%
5 Consumer Staples 7.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$9K ﹤0.01%
236
552
$9K ﹤0.01%
336
-68
553
$9K ﹤0.01%
112
554
$9K ﹤0.01%
+184
555
$9K ﹤0.01%
161
556
$9K ﹤0.01%
1,050
557
$9K ﹤0.01%
730
558
$9K ﹤0.01%
215
559
$9K ﹤0.01%
500
-114
560
$9K ﹤0.01%
75
561
$9K ﹤0.01%
605
-55
562
$9K ﹤0.01%
260
563
$8K ﹤0.01%
1,473
564
$8K ﹤0.01%
29
565
$8K ﹤0.01%
476
-2,836
566
$8K ﹤0.01%
200
567
$8K ﹤0.01%
109
568
$8K ﹤0.01%
+2,000
569
$8K ﹤0.01%
323
570
$8K ﹤0.01%
250
+5
571
$8K ﹤0.01%
+116
572
$8K ﹤0.01%
190
573
$8K ﹤0.01%
146
574
$8K ﹤0.01%
220
-81
575
$8K ﹤0.01%
176
+159
21 22
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