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
801
$3K ﹤0.01%
133
802
$3K ﹤0.01%
64
+12
803
$3K ﹤0.01%
100
+14
804
$3K ﹤0.01%
150
805
$3K ﹤0.01%
48
806
$3K ﹤0.01%
203
807
$3K ﹤0.01%
83
808
$3K ﹤0.01%
87
809
$3K ﹤0.01%
+81
810
$3K ﹤0.01%
100
-1,432
811
$3K ﹤0.01%
98
812
$3K ﹤0.01%
9
-1
813
$3K ﹤0.01%
98
814
$3K ﹤0.01%
13
-3
815
$3K ﹤0.01%
+39
816
$3K ﹤0.01%
+21
817
$3K ﹤0.01%
+20
818
$3K ﹤0.01%
33
-70
819
$3K ﹤0.01%
12
820
$3K ﹤0.01%
81
+43
821
$3K ﹤0.01%
+132
822
$3K ﹤0.01%
102
823
$3K ﹤0.01%
283
824
$3K ﹤0.01%
45
+2
825
$3K ﹤0.01%
164
31 32
33
34 35