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
751
$1K ﹤0.01%
27
752
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+8
753
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5
754
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106
-9
755
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+12
756
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13
+1
757
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5
758
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9
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759
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14
760
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761
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10
762
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763
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26
764
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24
-465
765
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44
766
$1K ﹤0.01%
76
-6
767
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44
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768
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136
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769
$1K ﹤0.01%
6
770
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771
$1K ﹤0.01%
+14
772
$1K ﹤0.01%
+94
773
$1K ﹤0.01%
13
774
$1K ﹤0.01%
5
+2
775
$1K ﹤0.01%
19
29 30
31
32 33