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
676
$1K ﹤0.01%
45
-90
677
$1K ﹤0.01%
22
678
$1K ﹤0.01%
28
679
$1K ﹤0.01%
56
680
$1K ﹤0.01%
239
681
$1K ﹤0.01%
150
-42
682
$1K ﹤0.01%
105
683
$1K ﹤0.01%
31
684
$1K ﹤0.01%
66
-3
685
$1K ﹤0.01%
12
-23
686
$1K ﹤0.01%
60
-4
687
$1K ﹤0.01%
36
688
$1K ﹤0.01%
+36
689
$1K ﹤0.01%
+48
690
$1K ﹤0.01%
+50
691
$1K ﹤0.01%
87
692
$1K ﹤0.01%
68
693
$1K ﹤0.01%
+190
694
$1K ﹤0.01%
+8
695
$1K ﹤0.01%
+112
696
$1K ﹤0.01%
+7
697
$1K ﹤0.01%
60
698
$1K ﹤0.01%
78
-409
699
$1K ﹤0.01%
55
700
$1K ﹤0.01%
42
-510
26 27
28
29 30