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
$196M
AUM Growth
+$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,032
New
Increased
Reduced
Closed

Top Buys

1
+$5M
2
+$3.17M
3
+$1.47M
4
DTE icon
DTE Energy
DTE
+$1.45M
5
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$1.37M

Top Sells

1
+$694K
2
+$531K
3
+$489K
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$299K
5
LEG icon
Leggett & Platt
LEG
+$267K

Sector Composition

1 Industrials 8.7%
2 Utilities 8.69%
3 Technology 8.44%
4 Healthcare 7.7%
5 Consumer Staples 7.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$468K 0.24%
14,253
-1,388
77
$466K 0.24%
1,900
-167
78
$448K 0.23%
3,693
-2,463
79
$437K 0.22%
2,366
+543
80
$421K 0.21%
5,324
-249
81
$419K 0.21%
5,358
+15
82
$415K 0.21%
3,054
+474
83
$414K 0.21%
9,640
+297
84
$411K 0.21%
2,012
-33
85
$408K 0.21%
9,309
-1,353
86
$405K 0.21%
2,476
+1,495
87
$395K 0.2%
1,892
+64
88
$394K 0.2%
1,765
+32
89
$385K 0.2%
6,642
-906
90
$385K 0.2%
3,341
+36
91
$364K 0.18%
5,655
-204
92
$357K 0.18%
9,648
93
$351K 0.18%
6,973
-1,242
94
$350K 0.18%
3,127
+1,767
95
$349K 0.18%
9,245
-528
96
$347K 0.18%
3,073
+952
97
$340K 0.17%
2,361
+1,698
98
$332K 0.17%
8,639
-65
99
$332K 0.17%
4,783
-220
100
$329K 0.17%
15,775
-118
2 3
4
5 6