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
126
$194K 0.12%
+5,170
127
$193K 0.12%
7,620
128
$189K 0.12%
1,529
-15
129
$186K 0.12%
4,457
130
$186K 0.12%
3,330
+270
131
$186K 0.12%
746
+91
132
$181K 0.11%
5,740
133
$179K 0.11%
12,352
134
$178K 0.11%
2,900
-1,475
135
$178K 0.11%
1,919
+60
136
$175K 0.11%
2,080
+316
137
$173K 0.11%
3,570
+1,310
138
$172K 0.11%
2,345
+226
139
$170K 0.11%
7,141
140
$169K 0.11%
5,220
141
$167K 0.1%
5,224
+1,442
142
$167K 0.1%
3,432
+48
143
$165K 0.1%
2,818
+445
144
$165K 0.1%
11,100
145
$164K 0.1%
6,544
+239
146
$163K 0.1%
3,959
+497
147
$161K 0.1%
2,338
-1
148
$160K 0.1%
2,117
-250
149
$159K 0.1%
3,300
150
$158K 0.1%
2,616
-441
4 5
6
7 8