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
126
$263K 0.13%
1,412
-44
127
$262K 0.13%
3,323
+1,453
128
$259K 0.13%
4,371
+775
129
$259K 0.13%
3,055
+1,781
130
$252K 0.13%
5,452
-320
131
$250K 0.13%
2,048
+1,238
132
$244K 0.12%
3,103
-1,195
133
$243K 0.12%
7,178
134
$240K 0.12%
19,760
135
$239K 0.12%
7,000
136
$235K 0.12%
3,631
-610
137
$234K 0.12%
3,743
+2,793
138
$234K 0.12%
4,920
+974
139
$232K 0.12%
3,509
+2,117
140
$232K 0.12%
10,337
-10,000
141
$231K 0.12%
2,826
+1,060
142
$230K 0.12%
16,240
143
$227K 0.12%
5,089
-5,993
144
$227K 0.12%
10,136
-700
145
$222K 0.11%
911
+24
146
$222K 0.11%
3,498
-218
147
$222K 0.11%
2,785
+386
148
$221K 0.11%
9,620
149
$219K 0.11%
3,848
-1,522
150
$218K 0.11%
2,657
+2,257
4 5
6
7 8