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
601
$6K ﹤0.01%
222
602
$5K ﹤0.01%
112
603
$5K ﹤0.01%
87
604
$5K ﹤0.01%
76
-546
605
$5K ﹤0.01%
120
606
$5K ﹤0.01%
37
607
$5K ﹤0.01%
1,000
608
$5K ﹤0.01%
112
609
$5K ﹤0.01%
57
610
$5K ﹤0.01%
89
611
$5K ﹤0.01%
211
+34
612
$5K ﹤0.01%
500
613
$5K ﹤0.01%
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614
$5K ﹤0.01%
234
-84
615
$5K ﹤0.01%
132
-6
616
$5K ﹤0.01%
70
617
$5K ﹤0.01%
196
618
$5K ﹤0.01%
45
619
$5K ﹤0.01%
114
620
$5K ﹤0.01%
+73
621
$5K ﹤0.01%
75
622
$5K ﹤0.01%
120
623
$5K ﹤0.01%
+32
624
$5K ﹤0.01%
300
625
$5K ﹤0.01%
81
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