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
$168M
AUM Growth
+$8.28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
911
New
Increased
Reduced
Closed

Top Buys

1
+$4.7M
2
+$1.43M
3
+$1.18M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$1.06M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$749K

Top Sells

1
+$2.92M
2
+$1.11M
3
+$851K
4
CAT icon
Caterpillar
CAT
+$772K
5
AAPL icon
Apple
AAPL
+$429K

Sector Composition

1 Utilities 9.14%
2 Consumer Staples 8.4%
3 Healthcare 8.21%
4 Technology 8.1%
5 Financials 7.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$5K ﹤0.01%
27
652
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653
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654
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655
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-20
656
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657
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658
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659
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415
662
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665
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666
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143
667
$5K ﹤0.01%
32
668
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57
669
$4K ﹤0.01%
376
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670
$4K ﹤0.01%
59
-10
671
$4K ﹤0.01%
86
+24
672
$4K ﹤0.01%
71
673
$4K ﹤0.01%
311
674
$4K ﹤0.01%
129
675
$4K ﹤0.01%
116
25 26
27
28 29