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
$160M
AUM Growth
+$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,094
New
Increased
Reduced
Closed

Top Buys

1
+$2.75M
2
+$1.7M
3
+$770K
4
IWB icon
iShares Russell 1000 ETF
IWB
+$603K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$573K

Top Sells

1
+$1.26M
2
+$579K
3
+$497K
4
WWW icon
Wolverine World Wide
WWW
+$439K
5
HAYN
Haynes International, Inc.
HAYN
+$417K

Sector Composition

1 Utilities 11.2%
2 Consumer Staples 9.33%
3 Healthcare 8.74%
4 Technology 8.37%
5 Financials 8.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$5K ﹤0.01%
37
702
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703
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704
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705
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200
706
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141
+8
707
$5K ﹤0.01%
65
+11
708
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14
709
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147
+39
710
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209
711
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500
712
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713
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714
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218
-11
715
$5K ﹤0.01%
113
-3,055
716
$5K ﹤0.01%
184
717
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239
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718
$5K ﹤0.01%
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719
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12
720
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340
721
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33
722
$5K ﹤0.01%
+139
723
$5K ﹤0.01%
90
724
$5K ﹤0.01%
375
725
$5K ﹤0.01%
170
27 28
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