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
726
$5K ﹤0.01%
36
-4
727
$5K ﹤0.01%
218
-69
728
$5K ﹤0.01%
+200
729
$5K ﹤0.01%
+200
730
$5K ﹤0.01%
215
731
$5K ﹤0.01%
79
+8
732
$5K ﹤0.01%
92
733
$5K ﹤0.01%
68
734
$5K ﹤0.01%
+119
735
$5K ﹤0.01%
77
-651
736
– –
0
737
$4K ﹤0.01%
48
+9
738
$4K ﹤0.01%
78
+8
739
$4K ﹤0.01%
111
740
$4K ﹤0.01%
231
+7
741
$4K ﹤0.01%
71
742
$4K ﹤0.01%
293
743
$4K ﹤0.01%
103
+4
744
$4K ﹤0.01%
91
745
$4K ﹤0.01%
63
746
$4K ﹤0.01%
55
+14
747
$4K ﹤0.01%
87
+45
748
$4K ﹤0.01%
62
749
$4K ﹤0.01%
129
750
$4K ﹤0.01%
125
28 29
30
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