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
$168M
AUM Growth
+$8.28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
911
New
Increased
Reduced
Closed

Top Buys

1
+$4.7M
2
+$1.43M
3
+$1.18M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$1.06M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$749K

Top Sells

1
+$2.92M
2
+$1.11M
3
+$851K
4
CAT icon
Caterpillar
CAT
+$772K
5
AAPL icon
Apple
AAPL
+$429K

Sector Composition

1 Utilities 9.14%
2 Consumer Staples 8.4%
3 Healthcare 8.21%
4 Technology 8.1%
5 Financials 7.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$8K ﹤0.01%
+139
577
$8K ﹤0.01%
53
-9
578
$8K ﹤0.01%
164
+8
579
$8K ﹤0.01%
35
580
$8K ﹤0.01%
+206
581
$8K ﹤0.01%
250
582
$8K ﹤0.01%
213
583
$8K ﹤0.01%
323
584
$8K ﹤0.01%
122
585
$8K ﹤0.01%
119
586
$8K ﹤0.01%
605
+25
587
$8K ﹤0.01%
120
+9
588
$8K ﹤0.01%
211
-234
589
$8K ﹤0.01%
320
590
$8K ﹤0.01%
148
-8
591
$8K ﹤0.01%
455
592
$7K ﹤0.01%
126
-247
593
$7K ﹤0.01%
50
+10
594
$7K ﹤0.01%
+171
595
$7K ﹤0.01%
58
596
$7K ﹤0.01%
120
597
$7K ﹤0.01%
100
598
$7K ﹤0.01%
125
599
$7K ﹤0.01%
200
600
$7K ﹤0.01%
75
22 23
24
25 26