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
651
$2K ﹤0.01%
69
652
$2K ﹤0.01%
64
-189
653
$2K ﹤0.01%
13
654
$2K ﹤0.01%
20
655
$2K ﹤0.01%
150
656
$2K ﹤0.01%
30
657
$2K ﹤0.01%
26
658
$2K ﹤0.01%
42
659
$2K ﹤0.01%
151
-523
660
$2K ﹤0.01%
38
661
$2K ﹤0.01%
53
662
$2K ﹤0.01%
+29
663
$2K ﹤0.01%
+25
664
$2K ﹤0.01%
79
665
$2K ﹤0.01%
48
666
$2K ﹤0.01%
157
-63
667
$2K ﹤0.01%
+98
668
$2K ﹤0.01%
+700
669
$2K ﹤0.01%
+99
670
$2K ﹤0.01%
+5,000
671
$2K ﹤0.01%
+99
672
$2K ﹤0.01%
+98
673
$1K ﹤0.01%
28
674
$1K ﹤0.01%
100
675
$1K ﹤0.01%
20
-80
25 26
27
28 29