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
51
$668K 0.42%
7,204
+6,077
52
$659K 0.41%
4,916
+581
53
$656K 0.41%
8,714
+10
54
$635K 0.4%
15,315
-11,975
55
$633K 0.39%
6,159
+418
56
$626K 0.39%
6,309
57
$624K 0.39%
16,868
58
$617K 0.38%
8,909
-854
59
$586K 0.37%
19,394
+1,797
60
$571K 0.36%
15,143
-555
61
$565K 0.35%
6,629
+726
62
$560K 0.35%
7,095
+536
63
$540K 0.34%
6,075
-380
64
$533K 0.33%
4,480
+60
65
$520K 0.32%
4,273
+774
66
$498K 0.31%
2,248
-216
67
$484K 0.3%
19,571
-442
68
$479K 0.3%
8,304
-258
69
$468K 0.29%
4,446
70
$462K 0.29%
12,035
+709
71
$457K 0.29%
3,125
+2,790
72
$444K 0.28%
4,850
+9
73
$442K 0.28%
19,197
+2,238
74
$437K 0.27%
7,779
+1,124
75
$428K 0.27%
3,856
-77
1 2
3
4 5