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
876
$2K ﹤0.01%
6
-153
877
$2K ﹤0.01%
+41
878
$2K ﹤0.01%
120
879
$2K ﹤0.01%
137
+42
880
$2K ﹤0.01%
44
+9
881
$2K ﹤0.01%
76
882
$2K ﹤0.01%
32
883
$2K ﹤0.01%
+203
884
$2K ﹤0.01%
3
885
$2K ﹤0.01%
133
886
$2K ﹤0.01%
174
887
$2K ﹤0.01%
54
-2
888
$2K ﹤0.01%
1
889
$2K ﹤0.01%
64
-22
890
$2K ﹤0.01%
367
-8
891
$2K ﹤0.01%
90
-33
892
$2K ﹤0.01%
28
-19
893
$2K ﹤0.01%
82
894
$2K ﹤0.01%
103
+13
895
$2K ﹤0.01%
107
896
$2K ﹤0.01%
+446
897
$2K ﹤0.01%
+350
898
$1K ﹤0.01%
+210
899
$1K ﹤0.01%
+150
900
$1K ﹤0.01%
91
34 35
36
37 38