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
$143M
AUM Growth
+$7.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
864
New
Increased
Reduced
Closed

Top Buys

1
+$2.15M
2
+$2.15M
3
+$2.13M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$1.23M
5
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$814K

Top Sells

1
+$1.23M
2
+$982K
3
+$681K
4
LVS icon
Las Vegas Sands
LVS
+$582K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$571K

Sector Composition

1 Consumer Staples 14.32%
2 Utilities 10.44%
3 Healthcare 9.72%
4 Technology 9.11%
5 Industrials 8.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$2K ﹤0.01%
8
677
$2K ﹤0.01%
100
678
$2K ﹤0.01%
68
679
$2K ﹤0.01%
28
680
$2K ﹤0.01%
56
681
$2K ﹤0.01%
31
682
$2K ﹤0.01%
52
-47
683
$2K ﹤0.01%
109
684
$2K ﹤0.01%
300
685
$2K ﹤0.01%
43
686
$1K ﹤0.01%
15
687
$1K ﹤0.01%
10
-30
688
$1K ﹤0.01%
100
689
$1K ﹤0.01%
50
690
$1K ﹤0.01%
20
691
$1K ﹤0.01%
50
692
$1K ﹤0.01%
23
693
$1K ﹤0.01%
13
694
$1K ﹤0.01%
28
695
$1K ﹤0.01%
261
696
$1K ﹤0.01%
200
697
$1K ﹤0.01%
37
698
$1K ﹤0.01%
15
699
$1K ﹤0.01%
39
700
$1K ﹤0.01%
24
26 27
28
29 30