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
776
$2K ﹤0.01%
+102
777
$2K ﹤0.01%
+96
778
$2K ﹤0.01%
+69
779
$2K ﹤0.01%
111
+88
780
$2K ﹤0.01%
+54
781
$2K ﹤0.01%
+82
782
$2K ﹤0.01%
+95
783
$2K ﹤0.01%
+106
784
$2K ﹤0.01%
99
-246
785
$2K ﹤0.01%
+42
786
$2K ﹤0.01%
+289
787
$2K ﹤0.01%
+43
788
$2K ﹤0.01%
94
-22
789
$2K ﹤0.01%
+271
790
$2K ﹤0.01%
+26
791
$2K ﹤0.01%
48
-565
792
$2K ﹤0.01%
+548
793
$2K ﹤0.01%
99
+16
794
$2K ﹤0.01%
45
-255
795
$1K ﹤0.01%
+32
796
$1K ﹤0.01%
+2
797
$1K ﹤0.01%
+85
798
$1K ﹤0.01%
+5
799
$1K ﹤0.01%
+16
800
$1K ﹤0.01%
+92
30 31
32
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