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
826
$3K ﹤0.01%
380
827
$3K ﹤0.01%
+118
828
$3K ﹤0.01%
669
829
$3K ﹤0.01%
100
830
$3K ﹤0.01%
41
-81
831
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239
832
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136
-104
833
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131
-105
834
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1,000
835
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+105
836
$3K ﹤0.01%
392
-56
837
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58
-36
838
$3K ﹤0.01%
+220
839
$2K ﹤0.01%
+85
840
$2K ﹤0.01%
62
841
$2K ﹤0.01%
+46
842
$2K ﹤0.01%
27
843
$2K ﹤0.01%
301
844
$2K ﹤0.01%
36
-3
845
$2K ﹤0.01%
17
846
$2K ﹤0.01%
+44
847
$2K ﹤0.01%
+117
848
$2K ﹤0.01%
52
849
$2K ﹤0.01%
+128
850
$2K ﹤0.01%
56
32 33
34
35 36