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
$287M
AUM Growth
-$19.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,010
New
Increased
Reduced
Closed

Top Buys

1
+$2.16M
2
+$1.94M
3
+$1.39M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$1.31M
5
AMJ
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
+$1.02M

Top Sells

1
+$2.73M
2
+$2.31M
3
+$1.39M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$652K
5
MAN icon
ManpowerGroup
MAN
+$636K

Sector Composition

1 Consumer Staples 20.13%
2 Consumer Discretionary 13.17%
3 Healthcare 11.45%
4 Utilities 6.26%
5 Technology 5.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$7K ﹤0.01%
1,429
552
$7K ﹤0.01%
135
553
$7K ﹤0.01%
+103
554
$7K ﹤0.01%
241
-2
555
$7K ﹤0.01%
264
556
$7K ﹤0.01%
164
-133
557
$7K ﹤0.01%
133
-6
558
$7K ﹤0.01%
+92
559
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+79
560
$7K ﹤0.01%
288
+109
561
$7K ﹤0.01%
146
562
$7K ﹤0.01%
250
+74
563
$6K ﹤0.01%
190
564
$6K ﹤0.01%
+134
565
$6K ﹤0.01%
106
+46
566
$6K ﹤0.01%
84
-2,362
567
$6K ﹤0.01%
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568
$6K ﹤0.01%
149
+17
569
$6K ﹤0.01%
97
570
$6K ﹤0.01%
154
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571
$6K ﹤0.01%
109
572
$6K ﹤0.01%
+37
573
$6K ﹤0.01%
206
574
$6K ﹤0.01%
+200
575
$6K ﹤0.01%
100
+45
21 22
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