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
776
$4K ﹤0.01%
75
777
$4K ﹤0.01%
200
778
$4K ﹤0.01%
67
779
$4K ﹤0.01%
1,500
780
$4K ﹤0.01%
49
+10
781
$3K ﹤0.01%
58
-36
782
$3K ﹤0.01%
23
-3
783
$3K ﹤0.01%
79
-526
784
$3K ﹤0.01%
136
785
$3K ﹤0.01%
239
786
$3K ﹤0.01%
136
-104
787
$3K ﹤0.01%
131
-105
788
$3K ﹤0.01%
1,000
789
$3K ﹤0.01%
+105
790
$3K ﹤0.01%
392
-56
791
$3K ﹤0.01%
207
792
$3K ﹤0.01%
+87
793
$3K ﹤0.01%
100
-50
794
$3K ﹤0.01%
233
+31
795
$3K ﹤0.01%
71
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796
$3K ﹤0.01%
164
797
$3K ﹤0.01%
124
-661
798
$3K ﹤0.01%
+220
799
$3K ﹤0.01%
41
800
$3K ﹤0.01%
73
-19
30 31
32
33 34