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
751
$2K ﹤0.01%
+77
752
$2K ﹤0.01%
+49
753
$2K ﹤0.01%
+18
754
$2K ﹤0.01%
48
-102
755
$2K ﹤0.01%
149
-1,220
756
$2K ﹤0.01%
+39
757
$2K ﹤0.01%
35
+10
758
$2K ﹤0.01%
+50
759
$2K ﹤0.01%
+106
760
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100
-96
761
$2K ﹤0.01%
+12
762
$2K ﹤0.01%
+67
763
$2K ﹤0.01%
+58
764
$2K ﹤0.01%
13
-91
765
$2K ﹤0.01%
+283
766
$2K ﹤0.01%
+34
767
$2K ﹤0.01%
76
768
$2K ﹤0.01%
+56
769
$2K ﹤0.01%
+32
770
$2K ﹤0.01%
+154
771
$2K ﹤0.01%
47
-438
772
$2K ﹤0.01%
+55
773
$2K ﹤0.01%
+56
774
$2K ﹤0.01%
+49
775
$2K ﹤0.01%
96
+79
29 30
31
32 33