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
726
$2K ﹤0.01%
18
-195
727
$2K ﹤0.01%
56
728
$2K ﹤0.01%
53
729
$2K ﹤0.01%
31
730
$2K ﹤0.01%
1
731
$2K ﹤0.01%
8
732
$2K ﹤0.01%
22
733
$2K ﹤0.01%
187
734
$2K ﹤0.01%
+19
735
$2K ﹤0.01%
9
+4
736
$2K ﹤0.01%
137
737
$2K ﹤0.01%
+16
738
$2K ﹤0.01%
32
+16
739
$2K ﹤0.01%
15
740
$2K ﹤0.01%
25
741
$2K ﹤0.01%
283
742
$2K ﹤0.01%
+100
743
$2K ﹤0.01%
3
744
$2K ﹤0.01%
37
745
$2K ﹤0.01%
10
+1
746
$2K ﹤0.01%
59
747
$2K ﹤0.01%
31
748
$2K ﹤0.01%
75
749
$2K ﹤0.01%
380
750
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0
28 29
30
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