PMFA

Plante Moran Financial Advisors Portfolio holdings

AUM $1.55B
1-Year Est. Return 17.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.93%
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
+$2.69M
2
+$1.59M
3
+$730K
4
IWB icon
iShares Russell 1000 ETF
IWB
+$589K
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$560K

Top Sells

1
+$1.31M
2
+$556K
3
+$498K
4
WWW icon
Wolverine World Wide
WWW
+$466K
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
776
$4K ﹤0.01%
67
777
$4K ﹤0.01%
1,500
778
$4K ﹤0.01%
49
+10
779
$4K ﹤0.01%
127
780
$4K ﹤0.01%
54
781
$3K ﹤0.01%
79
-526
782
$3K ﹤0.01%
136
783
$3K ﹤0.01%
207
784
$3K ﹤0.01%
+87
785
$3K ﹤0.01%
100
-50
786
$3K ﹤0.01%
233
+31
787
$3K ﹤0.01%
71
+8
788
$3K ﹤0.01%
164
789
$3K ﹤0.01%
124
-661
790
$3K ﹤0.01%
41
791
$3K ﹤0.01%
10
-3
792
$3K ﹤0.01%
133
793
$3K ﹤0.01%
64
+12
794
$3K ﹤0.01%
100
+14
795
$3K ﹤0.01%
150
796
$3K ﹤0.01%
48
797
$3K ﹤0.01%
203
798
$3K ﹤0.01%
83
799
$3K ﹤0.01%
87
800
$3K ﹤0.01%
+81
30 31
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