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
601
$6K ﹤0.01%
+600
602
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13
-14
603
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99
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97
605
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+190
606
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-141
607
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288
+13
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215
609
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+110
610
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18
-60
611
$6K ﹤0.01%
1,148
612
$6K ﹤0.01%
415
613
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159
-34
614
$6K ﹤0.01%
497
+201
615
$6K ﹤0.01%
92
616
$6K ﹤0.01%
+62
617
$5K ﹤0.01%
228
618
$5K ﹤0.01%
1,080
-57
619
$5K ﹤0.01%
376
620
$5K ﹤0.01%
+134
621
$5K ﹤0.01%
75
622
$5K ﹤0.01%
86
-7
623
$5K ﹤0.01%
202
624
$5K ﹤0.01%
+51
625
$5K ﹤0.01%
+42
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