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
$130M
AUM Growth
-$3.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,168
New
Increased
Reduced
Closed

Top Buys

1
+$514K
2
+$374K
3
+$328K
4
DTE icon
DTE Energy
DTE
+$200K
5
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$193K

Top Sells

1
+$1.61M
2
+$1.43M
3
+$483K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$276K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$230K

Sector Composition

1 Utilities 12.66%
2 Consumer Staples 11.99%
3 Healthcare 9.14%
4 Technology 9.08%
5 Financials 7.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$4K ﹤0.01%
+58
627
$4K ﹤0.01%
54
628
$4K ﹤0.01%
110
+2
629
$4K ﹤0.01%
33
-193
630
$4K ﹤0.01%
+127
631
$4K ﹤0.01%
+98
632
$4K ﹤0.01%
+131
633
$4K ﹤0.01%
75
634
$4K ﹤0.01%
+37
635
$4K ﹤0.01%
+28
636
$4K ﹤0.01%
+155
637
$4K ﹤0.01%
+873
638
$4K ﹤0.01%
374
639
$4K ﹤0.01%
43
640
$4K ﹤0.01%
+299
641
$4K ﹤0.01%
380
642
$3K ﹤0.01%
121
+45
643
$3K ﹤0.01%
+141
644
$3K ﹤0.01%
98
-72
645
$3K ﹤0.01%
+11
646
$3K ﹤0.01%
136
647
$3K ﹤0.01%
111
-33
648
$3K ﹤0.01%
1,000
649
$3K ﹤0.01%
27
-127
650
$3K ﹤0.01%
+93
24 25
26
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