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
901
$1K ﹤0.01%
+11
902
$1K ﹤0.01%
+11
903
$1K ﹤0.01%
+16
904
$1K ﹤0.01%
10
905
$1K ﹤0.01%
+19
906
$1K ﹤0.01%
85
907
$1K ﹤0.01%
30
-245
908
$1K ﹤0.01%
+30
909
$1K ﹤0.01%
5
910
$1K ﹤0.01%
+16
911
$1K ﹤0.01%
92
912
$1K ﹤0.01%
7
-1,036
913
$1K ﹤0.01%
68
914
$1K ﹤0.01%
50
-11
915
$1K ﹤0.01%
200
916
$1K ﹤0.01%
15
-587
917
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11
918
$1K ﹤0.01%
+14
919
$1K ﹤0.01%
118
+28
920
$1K ﹤0.01%
+11
921
$1K ﹤0.01%
+50
922
$1K ﹤0.01%
+5
923
$1K ﹤0.01%
+13
924
$1K ﹤0.01%
136
-42
925
$1K ﹤0.01%
+152
35 36
37
38 39