PMFA

Plante Moran Financial Advisors Portfolio holdings

AUM $1.58B
1-Year Est. Return 17.01%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.01%
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
State Street Consumer Staples Select Sector SPDR ETF
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 8.71%
2 Utilities 8.69%
3 Technology 8.44%
4 Healthcare 7.7%
5 Consumer Staples 7.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$9K ﹤0.01%
161
552
$9K ﹤0.01%
+3,750
553
$9K ﹤0.01%
1,429
554
$9K ﹤0.01%
236
555
$9K ﹤0.01%
112
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%
453
564
$8K ﹤0.01%
52
+3
565
$8K ﹤0.01%
135
+7
566
$8K ﹤0.01%
146
567
$8K ﹤0.01%
190
568
$8K ﹤0.01%
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569
$8K ﹤0.01%
670
570
$8K ﹤0.01%
1,128
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571
$8K ﹤0.01%
220
-81
572
$8K ﹤0.01%
176
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573
$8K ﹤0.01%
63
-11
574
$8K ﹤0.01%
516
-87
575
$8K ﹤0.01%
1,473
21 22
23
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