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
$143M
AUM Growth
+$7.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
864
New
Increased
Reduced
Closed

Top Buys

1
+$2.15M
2
+$2.15M
3
+$2.13M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$1.23M
5
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$814K

Top Sells

1
+$1.23M
2
+$982K
3
+$681K
4
LVS icon
Las Vegas Sands
LVS
+$582K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$571K

Sector Composition

1 Consumer Staples 14.32%
2 Utilities 10.44%
3 Healthcare 9.72%
4 Technology 9.11%
5 Industrials 8.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$7K ﹤0.01%
106
577
$7K ﹤0.01%
404
578
$7K ﹤0.01%
80
-6
579
$6K ﹤0.01%
100
580
$6K ﹤0.01%
187
581
$6K ﹤0.01%
1,400
582
$6K ﹤0.01%
91
583
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27
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584
$6K ﹤0.01%
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585
$6K ﹤0.01%
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586
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587
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588
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589
$6K ﹤0.01%
90
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591
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75
592
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+23
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100
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598
$6K ﹤0.01%
74
599
$6K ﹤0.01%
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600
$6K ﹤0.01%
62
22 23
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