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
651
$7K ﹤0.01%
+125
652
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653
$7K ﹤0.01%
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654
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-779
655
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131
656
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-4
657
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+119
658
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40
+8
659
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212
+111
660
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102
-388
661
$7K ﹤0.01%
+230
662
$6K ﹤0.01%
139
663
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446
664
$6K ﹤0.01%
96
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665
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150
-250
666
$6K ﹤0.01%
+8
667
$6K ﹤0.01%
202
668
$6K ﹤0.01%
43
+16
669
$6K ﹤0.01%
+131
670
$6K ﹤0.01%
100
671
$6K ﹤0.01%
225
672
$6K ﹤0.01%
184
+22
673
$6K ﹤0.01%
55
+10
674
$6K ﹤0.01%
101
675
$6K ﹤0.01%
246
25 26
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