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
651
$3K ﹤0.01%
+311
652
$3K ﹤0.01%
+85
653
$3K ﹤0.01%
207
-1,230
654
$3K ﹤0.01%
+301
655
$3K ﹤0.01%
+54
656
$3K ﹤0.01%
+63
657
$3K ﹤0.01%
+226
658
$3K ﹤0.01%
+100
659
$3K ﹤0.01%
150
660
$3K ﹤0.01%
328
-194
661
$3K ﹤0.01%
+48
662
$3K ﹤0.01%
167
663
$3K ﹤0.01%
+243
664
$3K ﹤0.01%
+70
665
$3K ﹤0.01%
100
666
$3K ﹤0.01%
43
-132
667
$3K ﹤0.01%
98
668
$3K ﹤0.01%
+10
669
$3K ﹤0.01%
+81
670
$3K ﹤0.01%
+80
671
$3K ﹤0.01%
94
-1,078
672
$3K ﹤0.01%
+94
673
$3K ﹤0.01%
+15
674
$3K ﹤0.01%
+87
675
$3K ﹤0.01%
+100
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