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
$196M
AUM Growth
+$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,032
New
Increased
Reduced
Closed

Top Buys

1
+$5M
2
+$3.17M
3
+$1.47M
4
DTE icon
DTE Energy
DTE
+$1.45M
5
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$1.37M

Top Sells

1
+$694K
2
+$531K
3
+$489K
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$299K
5
LEG icon
Leggett & Platt
LEG
+$267K

Sector Composition

1 Industrials 8.7%
2 Utilities 8.69%
3 Technology 8.44%
4 Healthcare 7.7%
5 Consumer Staples 7.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$8K ﹤0.01%
63
-11
577
$8K ﹤0.01%
516
-87
578
$8K ﹤0.01%
135
+7
579
$8K ﹤0.01%
52
+3
580
$8K ﹤0.01%
453
581
$8K ﹤0.01%
670
582
$8K ﹤0.01%
1,128
+36
583
$7K ﹤0.01%
98
-80
584
$7K ﹤0.01%
+42
585
$7K ﹤0.01%
450
-758
586
$7K ﹤0.01%
148
-1,021
587
$7K ﹤0.01%
161
+100
588
$7K ﹤0.01%
90
-59
589
$7K ﹤0.01%
604
590
$7K ﹤0.01%
206
591
$7K ﹤0.01%
1,997
-493
592
$7K ﹤0.01%
42
-72
593
$7K ﹤0.01%
+705
594
$7K ﹤0.01%
140
595
$7K ﹤0.01%
100
596
$7K ﹤0.01%
56
-65
597
$6K ﹤0.01%
120
598
$6K ﹤0.01%
208
-247
599
$6K ﹤0.01%
195
600
$6K ﹤0.01%
166
-182
22 23
24
25 26