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
$219M
AUM Growth
-$68.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
896
New
Increased
Reduced
Closed

Top Buys

1
+$2.35M
2
+$1.12M
3
+$822K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$670K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$388K

Top Sells

1
+$2.88M
2
+$1.83M
3
+$1.77M
4
PG icon
Procter & Gamble
PG
+$1.15M
5
SYK icon
Stryker
SYK
+$1.09M

Sector Composition

1 Consumer Staples 25.57%
2 Healthcare 13.57%
3 Consumer Discretionary 13.03%
4 Financials 8.71%
5 Technology 8.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$3K ﹤0.01%
59
627
$3K ﹤0.01%
25
-158
628
$3K ﹤0.01%
18
629
$3K ﹤0.01%
242
630
$3K ﹤0.01%
129
+3
631
$3K ﹤0.01%
666
632
$3K ﹤0.01%
92
633
$3K ﹤0.01%
150
634
$3K ﹤0.01%
61
635
$2K ﹤0.01%
38
636
$2K ﹤0.01%
450
637
$2K ﹤0.01%
2
-4
638
$2K ﹤0.01%
48
639
$2K ﹤0.01%
137
640
$2K ﹤0.01%
+98
641
$2K ﹤0.01%
+77
642
$2K ﹤0.01%
18
643
$2K ﹤0.01%
1,000
644
$2K ﹤0.01%
+45
645
$2K ﹤0.01%
80
646
$2K ﹤0.01%
+100
647
$2K ﹤0.01%
101
648
$2K ﹤0.01%
28
649
$2K ﹤0.01%
100
650
$2K ﹤0.01%
20
24 25
26
27 28