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
626
$8K 0.01%
254
627
$8K 0.01%
1,000
628
$8K 0.01%
102
+15
629
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128
630
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644
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631
$8K 0.01%
+50
632
$8K 0.01%
104
633
$8K 0.01%
+53
634
$8K 0.01%
85
635
$8K 0.01%
148
+92
636
$8K 0.01%
108
637
$8K 0.01%
+96
638
$8K 0.01%
+730
639
$8K 0.01%
316
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640
$7K ﹤0.01%
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641
$7K ﹤0.01%
41
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642
$7K ﹤0.01%
187
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643
$7K ﹤0.01%
85
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644
$7K ﹤0.01%
239
645
$7K ﹤0.01%
229
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646
$7K ﹤0.01%
377
647
$7K ﹤0.01%
557
648
$7K ﹤0.01%
213
-1,000
649
$7K ﹤0.01%
323
650
$7K ﹤0.01%
+201
24 25
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