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
76
$410K 0.26%
10,940
+2,180
77
$406K 0.25%
5,560
-280
78
$405K 0.25%
7,300
+1,949
79
$395K 0.25%
5,839
+537
80
$390K 0.24%
5,960
-507
81
$363K 0.23%
9,746
-3,669
82
$345K 0.22%
7,783
+943
83
$339K 0.21%
135,857
-1
84
$333K 0.21%
3,229
+264
85
$326K 0.2%
2,919
+90
86
$324K 0.2%
4,718
+70
87
$322K 0.2%
11,904
-6,640
88
$322K 0.2%
7,200
-1,200
89
$321K 0.2%
2,672
-801
90
$320K 0.2%
3,666
+316
91
$314K 0.2%
3,797
+466
92
$310K 0.19%
2,012
93
$304K 0.19%
2,712
-65
94
$294K 0.18%
8,201
+1,701
95
$292K 0.18%
16,893
+15,175
96
$277K 0.17%
4,015
-901
97
$275K 0.17%
2,406
-194
98
$274K 0.17%
13,900
+8,400
99
$263K 0.16%
1,523
+203
100
$258K 0.16%
7,026
-668
2 3
4
5 6