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
$219M
AUM Growth
-$68.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
896
New
Increased
Reduced
Closed

Top Buys

1
+$2.35M
2
+$1.12M
3
+$822K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$670K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$388K

Top Sells

1
+$2.88M
2
+$1.83M
3
+$1.77M
4
PG icon
Procter & Gamble
PG
+$1.15M
5
SYK icon
Stryker
SYK
+$1.09M

Sector Composition

1 Consumer Staples 25.57%
2 Healthcare 13.57%
3 Consumer Discretionary 13.03%
4 Financials 8.71%
5 Technology 8.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$6K ﹤0.01%
42
552
$6K ﹤0.01%
198
553
$6K ﹤0.01%
88
-45
554
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141
555
$6K ﹤0.01%
49
556
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557
$6K ﹤0.01%
52
-482
558
$6K ﹤0.01%
+259
559
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+250
560
$6K ﹤0.01%
+247
561
$6K ﹤0.01%
+252
562
$6K ﹤0.01%
+254
563
$5K ﹤0.01%
+85
564
$5K ﹤0.01%
280
-448
565
$5K ﹤0.01%
4
-28
566
$5K ﹤0.01%
+268
567
$5K ﹤0.01%
166
568
$5K ﹤0.01%
90
569
$5K ﹤0.01%
97
570
$5K ﹤0.01%
226
-229
571
$5K ﹤0.01%
66
572
$5K ﹤0.01%
45
573
$5K ﹤0.01%
300
574
$5K ﹤0.01%
164
575
$5K ﹤0.01%
12
21 22
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