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
626
$5K ﹤0.01%
108
627
$4K ﹤0.01%
303
628
$4K ﹤0.01%
84
629
$4K ﹤0.01%
154
-540
630
$4K ﹤0.01%
150
631
$4K ﹤0.01%
237
-117
632
$4K ﹤0.01%
+85
633
$4K ﹤0.01%
300
634
$4K ﹤0.01%
100
635
$4K ﹤0.01%
187
-500
636
$4K ﹤0.01%
62
637
$4K ﹤0.01%
103
+2
638
$4K ﹤0.01%
98
639
$4K ﹤0.01%
86
640
$4K ﹤0.01%
26
641
$4K ﹤0.01%
78
642
$4K ﹤0.01%
43
643
$4K ﹤0.01%
95
644
$3K ﹤0.01%
46
645
$3K ﹤0.01%
135
646
$3K ﹤0.01%
134
647
$3K ﹤0.01%
339
648
$3K ﹤0.01%
16
649
$3K ﹤0.01%
132
650
$3K ﹤0.01%
35
24 25
26
27 28