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
801
$1K ﹤0.01%
68
802
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+17
803
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+11
804
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+90
805
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32
806
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807
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5
-7
808
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10
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810
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+212
811
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18
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812
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+1
813
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187
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814
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40
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815
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12
816
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39
817
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818
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819
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32
820
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31
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821
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+31
822
$1K ﹤0.01%
+234
823
$1K ﹤0.01%
+47
824
$1K ﹤0.01%
+18
825
$1K ﹤0.01%
37
31 32
33
34 35