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
851
$2K ﹤0.01%
74
-20
852
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21
853
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99
-1,701
854
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+29
855
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25
+3
856
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857
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300
858
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112
-1,149
859
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43
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860
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861
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862
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865
$2K ﹤0.01%
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866
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81
867
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28
868
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18
869
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47
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870
$2K ﹤0.01%
48
871
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100
872
$2K ﹤0.01%
6
-153
873
$2K ﹤0.01%
+121
874
$2K ﹤0.01%
32
875
$2K ﹤0.01%
+203
33 34
35
36 37