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
$168M
AUM Growth
+$8.28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
911
New
Increased
Reduced
Closed

Top Buys

1
+$4.7M
2
+$1.43M
3
+$1.18M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$1.06M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$749K

Top Sells

1
+$2.92M
2
+$1.11M
3
+$851K
4
CAT icon
Caterpillar
CAT
+$772K
5
AAPL icon
Apple
AAPL
+$429K

Sector Composition

1 Utilities 9.14%
2 Consumer Staples 8.4%
3 Healthcare 8.21%
4 Technology 8.1%
5 Financials 7.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$3K ﹤0.01%
121
702
$3K ﹤0.01%
+134
703
$3K ﹤0.01%
62
+6
704
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300
705
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150
706
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707
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-150
708
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87
709
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710
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52
+28
711
$2K ﹤0.01%
11
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712
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40
713
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1,000
714
$2K ﹤0.01%
37
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715
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+23
716
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+14
717
$2K ﹤0.01%
115
718
$2K ﹤0.01%
42
719
$2K ﹤0.01%
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720
$2K ﹤0.01%
50
721
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27
722
$2K ﹤0.01%
53
723
$2K ﹤0.01%
7
724
$2K ﹤0.01%
+52
725
$2K ﹤0.01%
41
27 28
29
30 31