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
826
$3K ﹤0.01%
34
-9
827
$3K ﹤0.01%
374
828
$3K ﹤0.01%
198
+30
829
$3K ﹤0.01%
+92
830
$3K ﹤0.01%
500
831
$3K ﹤0.01%
1,540
832
$3K ﹤0.01%
309
833
$3K ﹤0.01%
63
834
$3K ﹤0.01%
380
835
$3K ﹤0.01%
+118
836
$3K ﹤0.01%
669
837
$3K ﹤0.01%
100
838
$3K ﹤0.01%
41
-81
839
$2K ﹤0.01%
+121
840
$2K ﹤0.01%
27
841
$2K ﹤0.01%
54
842
$2K ﹤0.01%
24
-75
843
$2K ﹤0.01%
+85
844
$2K ﹤0.01%
62
845
$2K ﹤0.01%
+46
846
$2K ﹤0.01%
27
847
$2K ﹤0.01%
301
848
$2K ﹤0.01%
36
-3
849
$2K ﹤0.01%
17
850
$2K ﹤0.01%
+44
32 33
34
35 36