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
626
$5K ﹤0.01%
37
+10
627
$5K ﹤0.01%
108
628
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50
629
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22
-15
630
$5K ﹤0.01%
144
-856
631
$5K ﹤0.01%
111
632
$5K ﹤0.01%
376
633
$5K ﹤0.01%
81
-403
634
$5K ﹤0.01%
250
635
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90
636
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95
-315
637
$5K ﹤0.01%
492
-6,684
638
$5K ﹤0.01%
30
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639
$5K ﹤0.01%
59
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640
$5K ﹤0.01%
592
641
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109
-1
642
$5K ﹤0.01%
200
643
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200
644
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143
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645
$4K ﹤0.01%
+100
646
$4K ﹤0.01%
51
-15
647
$4K ﹤0.01%
237
-453
648
$4K ﹤0.01%
106
649
$4K ﹤0.01%
239
650
$4K ﹤0.01%
192
-97
24 25
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