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
$130M
AUM Growth
-$3.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,168
New
Increased
Reduced
Closed

Top Buys

1
+$514K
2
+$374K
3
+$328K
4
DTE icon
DTE Energy
DTE
+$200K
5
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$193K

Top Sells

1
+$1.61M
2
+$1.43M
3
+$483K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$276K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$230K

Sector Composition

1 Utilities 12.66%
2 Consumer Staples 11.99%
3 Healthcare 9.14%
4 Technology 9.08%
5 Financials 7.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$5K ﹤0.01%
+358
577
$5K ﹤0.01%
73
578
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73
-87
579
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14
580
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+97
581
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582
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583
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500
584
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39
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586
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485
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62
589
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+250
590
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640
591
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114
592
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189
+49
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+244
596
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32
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597
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404
598
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154
+3
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200
600
$5K ﹤0.01%
40
-150
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