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
576
$5K ﹤0.01%
100
577
$5K ﹤0.01%
250
-80
578
$5K ﹤0.01%
120
579
$5K ﹤0.01%
43
580
$5K ﹤0.01%
+204
581
$5K ﹤0.01%
415
582
$5K ﹤0.01%
100
583
$5K ﹤0.01%
991
+77
584
$4K ﹤0.01%
228
585
$4K ﹤0.01%
71
586
$4K ﹤0.01%
61
587
$4K ﹤0.01%
195
588
$4K ﹤0.01%
74
589
$4K ﹤0.01%
124
+64
590
$4K ﹤0.01%
1,000
-1,000
591
$4K ﹤0.01%
51
-150
592
$4K ﹤0.01%
124
593
$4K ﹤0.01%
206
594
$4K ﹤0.01%
165
595
$4K ﹤0.01%
89
596
$4K ﹤0.01%
+200
597
$4K ﹤0.01%
10
-14
598
$4K ﹤0.01%
50
+12
599
$4K ﹤0.01%
2,825
600
$4K ﹤0.01%
51
-31
22 23
24
25 26