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
101
$258K 0.16%
24,815
102
$249K 0.16%
4,851
-105
103
$248K 0.15%
1,549
-176
104
$248K 0.15%
11,243
+475
105
$245K 0.15%
7,178
-295
106
$244K 0.15%
1
107
$240K 0.15%
17,508
+2,502
108
$239K 0.15%
3,151
109
$238K 0.15%
7,964
+288
110
$235K 0.15%
1,470
+129
111
$234K 0.15%
6,097
-2,043
112
$224K 0.14%
4,908
+2,345
113
$224K 0.14%
3,382
+121
114
$221K 0.14%
+4,389
115
$220K 0.14%
1,974
+40
116
$211K 0.13%
2,352
-294
117
$209K 0.13%
4,102
+2,183
118
$206K 0.13%
2,655
-115
119
$205K 0.13%
4,079
+3,008
120
$204K 0.13%
+20,000
121
$203K 0.13%
10,836
122
$199K 0.12%
2,776
+537
123
$197K 0.12%
2,782
+604
124
$196K 0.12%
2,757
-27
125
$195K 0.12%
3,100
-520
3 4
5
6 7