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
$196M
AUM Growth
+$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,032
New
Increased
Reduced
Closed

Top Buys

1
+$5M
2
+$3.17M
3
+$1.47M
4
DTE icon
DTE Energy
DTE
+$1.45M
5
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$1.37M

Top Sells

1
+$694K
2
+$531K
3
+$489K
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$299K
5
LEG icon
Leggett & Platt
LEG
+$267K

Sector Composition

1 Industrials 8.7%
2 Utilities 8.69%
3 Technology 8.44%
4 Healthcare 7.7%
5 Consumer Staples 7.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$2K ﹤0.01%
+33
727
$2K ﹤0.01%
94
-52
728
$2K ﹤0.01%
28
729
$2K ﹤0.01%
90
-1,420
730
$2K ﹤0.01%
62
-121
731
$2K ﹤0.01%
73
-1,420
732
$2K ﹤0.01%
107
+59
733
$2K ﹤0.01%
28
734
$2K ﹤0.01%
+425
735
$2K ﹤0.01%
20
736
$2K ﹤0.01%
150
737
$2K ﹤0.01%
35
-79
738
$2K ﹤0.01%
26
739
$2K ﹤0.01%
42
740
$2K ﹤0.01%
16
741
$2K ﹤0.01%
53
742
$2K ﹤0.01%
48
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743
$2K ﹤0.01%
32
744
$2K ﹤0.01%
49
745
$2K ﹤0.01%
37
746
$2K ﹤0.01%
17
747
$2K ﹤0.01%
28
748
$2K ﹤0.01%
8
-1
749
$2K ﹤0.01%
119
-52
750
$2K ﹤0.01%
21
-33
28 29
30
31 32