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
851
$2K ﹤0.01%
+117
852
$2K ﹤0.01%
52
853
$2K ﹤0.01%
+128
854
$2K ﹤0.01%
56
855
$2K ﹤0.01%
74
-20
856
$2K ﹤0.01%
21
857
$2K ﹤0.01%
99
-1,701
858
$2K ﹤0.01%
+29
859
$2K ﹤0.01%
25
+3
860
$2K ﹤0.01%
54
-16
861
$2K ﹤0.01%
300
862
$2K ﹤0.01%
112
-1,149
863
$2K ﹤0.01%
43
+8
864
$2K ﹤0.01%
8
865
$2K ﹤0.01%
18
866
$2K ﹤0.01%
33
-8
867
$2K ﹤0.01%
22
868
$2K ﹤0.01%
187
869
$2K ﹤0.01%
+255
870
$2K ﹤0.01%
81
871
$2K ﹤0.01%
28
872
$2K ﹤0.01%
18
873
$2K ﹤0.01%
47
-66
874
$2K ﹤0.01%
48
875
$2K ﹤0.01%
100
33 34
35
36 37