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
651
$4K ﹤0.01%
160
+3
652
$4K ﹤0.01%
69
653
$4K ﹤0.01%
2,000
654
$4K ﹤0.01%
13
655
$4K ﹤0.01%
+780
656
$4K ﹤0.01%
120
657
$4K ﹤0.01%
333
+104
658
$4K ﹤0.01%
1,000
659
$4K ﹤0.01%
108
660
$4K ﹤0.01%
16
661
$4K ﹤0.01%
80
662
$4K ﹤0.01%
41
-31
663
$4K ﹤0.01%
157
-155
664
$4K ﹤0.01%
200
665
$4K ﹤0.01%
153
-143
666
$4K ﹤0.01%
+14
667
$4K ﹤0.01%
25
-17
668
$4K ﹤0.01%
20
-30
669
$3K ﹤0.01%
625
670
$3K ﹤0.01%
8
671
$3K ﹤0.01%
48
672
$3K ﹤0.01%
137
673
$3K ﹤0.01%
71
674
$3K ﹤0.01%
227
+2
675
$3K ﹤0.01%
54
25 26
27
28 29