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
726
$2K ﹤0.01%
+70
727
$2K ﹤0.01%
+57
728
$2K ﹤0.01%
56
-312
729
$2K ﹤0.01%
250
-370
730
$2K ﹤0.01%
+178
731
$2K ﹤0.01%
493
-3,672
732
$2K ﹤0.01%
35
-50
733
$2K ﹤0.01%
+96
734
$2K ﹤0.01%
31
735
$2K ﹤0.01%
25
-362
736
$2K ﹤0.01%
+46
737
$2K ﹤0.01%
66
-486
738
$2K ﹤0.01%
+23
739
$2K ﹤0.01%
300
740
$2K ﹤0.01%
+141
741
$2K ﹤0.01%
+87
742
$2K ﹤0.01%
+70
743
$2K ﹤0.01%
+43
744
$2K ﹤0.01%
8
745
$2K ﹤0.01%
+18
746
$2K ﹤0.01%
415
747
$2K ﹤0.01%
+41
748
$2K ﹤0.01%
+22
749
$2K ﹤0.01%
+98
750
$2K ﹤0.01%
28
-472
28 29
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31 32