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
$160M
AUM Growth
+$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,094
New
Increased
Reduced
Closed

Top Buys

1
+$2.75M
2
+$1.7M
3
+$770K
4
IWB icon
iShares Russell 1000 ETF
IWB
+$603K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$573K

Top Sells

1
+$1.26M
2
+$579K
3
+$497K
4
WWW icon
Wolverine World Wide
WWW
+$439K
5
HAYN
Haynes International, Inc.
HAYN
+$417K

Sector Composition

1 Utilities 11.2%
2 Consumer Staples 9.33%
3 Healthcare 8.74%
4 Technology 8.37%
5 Financials 8.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$9K 0.01%
315
602
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188
603
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311
+207
604
$9K 0.01%
+294
605
$9K 0.01%
184
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606
$9K 0.01%
246
607
$9K 0.01%
640
608
$9K 0.01%
66
+52
609
$9K 0.01%
182
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610
$9K 0.01%
1,004
611
$9K 0.01%
315
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612
$9K 0.01%
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613
$8K 0.01%
181
+81
614
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615
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310
616
$8K 0.01%
128
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617
$8K 0.01%
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618
$8K 0.01%
286
619
$8K 0.01%
112
620
$8K 0.01%
89
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621
$8K 0.01%
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622
$8K 0.01%
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623
$8K 0.01%
65
624
$8K 0.01%
165
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625
$8K 0.01%
+300
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