PMFA

Plante Moran Financial Advisors Portfolio holdings

AUM $1.58B
1-Year Est. Return 17.01%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.01%
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 +$4.61M
2 +$1.35M
3 +$1.18M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$1.04M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$735K

Top Sells

1 +$2.92M
2 +$1.12M
3 +$781K
4
CAT icon
Caterpillar
CAT
+$715K
5
AAPL icon
Apple
AAPL
+$432K

Sector Composition

1 Utilities 9.14%
2 Consumer Staples 8.4%
3 Healthcare 8.21%
4 Technology 8.09%
5 Financials 7.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
601
$7K ﹤0.01%
+250
602
$7K ﹤0.01%
500
603
$7K ﹤0.01%
+236
604
$7K ﹤0.01%
529
-113
605
$7K ﹤0.01%
289
+97
606
$7K ﹤0.01%
66
607
$7K ﹤0.01%
394
608
$7K ﹤0.01%
146
609
$7K ﹤0.01%
233
+5
610
$7K ﹤0.01%
+190
611
$7K ﹤0.01%
592
612
$7K ﹤0.01%
75
613
$7K ﹤0.01%
200
614
$7K ﹤0.01%
125
615
$7K ﹤0.01%
100
616
$7K ﹤0.01%
120
617
$7K ﹤0.01%
58
618
$7K ﹤0.01%
+171
619
$7K ﹤0.01%
50
+10
620
$7K ﹤0.01%
208
621
$6K ﹤0.01%
+146
622
$6K ﹤0.01%
128
623
$6K ﹤0.01%
62
-889
624
$6K ﹤0.01%
73
625
$6K ﹤0.01%
14