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
$130M
AUM Growth
-$3.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,168
New
Increased
Reduced
Closed

Top Buys

1
+$514K
2
+$374K
3
+$328K
4
DTE icon
DTE Energy
DTE
+$200K
5
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$193K

Top Sells

1
+$1.61M
2
+$1.43M
3
+$483K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$276K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$230K

Sector Composition

1 Utilities 12.66%
2 Consumer Staples 11.99%
3 Healthcare 9.14%
4 Technology 9.08%
5 Financials 7.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$2K ﹤0.01%
+173
702
$2K ﹤0.01%
27
-4
703
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+416
704
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+176
705
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+25
706
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+173
707
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66
-19
708
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+193
709
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240
-30
710
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+103
711
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712
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713
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41
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714
$2K ﹤0.01%
45
-432
715
$2K ﹤0.01%
+36
716
$2K ﹤0.01%
27
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717
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17
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718
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+251
719
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+132
720
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112
-34
721
$2K ﹤0.01%
8
-19
722
$2K ﹤0.01%
88
+29
723
$2K ﹤0.01%
70
+23
724
$2K ﹤0.01%
41
+7
725
$2K ﹤0.01%
+133
27 28
29
30 31