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
$143M
AUM Growth
+$7.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
864
New
Increased
Reduced
Closed

Top Buys

1
+$2.15M
2
+$2.15M
3
+$2.13M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$1.23M
5
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$814K

Top Sells

1
+$1.23M
2
+$982K
3
+$681K
4
LVS icon
Las Vegas Sands
LVS
+$582K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$571K

Sector Composition

1 Consumer Staples 14.32%
2 Utilities 10.44%
3 Healthcare 9.72%
4 Technology 9.11%
5 Industrials 8.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$233K 0.16%
+10,000
102
$225K 0.16%
4,259
+3,701
103
$224K 0.16%
3,225
-100
104
$219K 0.15%
11,760
+120
105
$217K 0.15%
2,991
-32
106
$217K 0.15%
1
107
$206K 0.14%
4,434
108
$202K 0.14%
998
109
$200K 0.14%
2,068
-12,755
110
$199K 0.14%
5,000
111
$195K 0.14%
6,009
+115
112
$193K 0.13%
1,286
+271
113
$190K 0.13%
10,800
114
$190K 0.13%
2,277
+162
115
$188K 0.13%
3,300
116
$185K 0.13%
1,947
117
$184K 0.13%
5,105
-27
118
$183K 0.13%
1,350
119
$182K 0.13%
3,206
120
$180K 0.13%
4,482
+1,412
121
$179K 0.12%
3,261
122
$177K 0.12%
2,429
-160
123
$176K 0.12%
1,850
124
$175K 0.12%
7,141
125
$175K 0.12%
589
+118
3 4
5
6 7