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
751
$4K ﹤0.01%
116
752
$4K ﹤0.01%
192
753
$4K ﹤0.01%
85
754
$4K ﹤0.01%
41
+14
755
$4K ﹤0.01%
188
+6
756
$4K ﹤0.01%
361
757
$4K ﹤0.01%
300
-11,000
758
$4K ﹤0.01%
69
+10
759
$4K ﹤0.01%
121
760
$4K ﹤0.01%
295
+127
761
$4K ﹤0.01%
24
+1
762
$4K ﹤0.01%
57
763
$4K ﹤0.01%
167
764
$4K ﹤0.01%
100
-866
765
$4K ﹤0.01%
85
766
$4K ﹤0.01%
85
+45
767
$4K ﹤0.01%
250
768
$4K ﹤0.01%
127
769
$4K ﹤0.01%
54
770
$4K ﹤0.01%
415
771
$4K ﹤0.01%
113
+16
772
$4K ﹤0.01%
267
+118
773
$4K ﹤0.01%
35
774
$4K ﹤0.01%
137
775
$4K ﹤0.01%
+167
29 30
31
32 33