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
151
$158K 0.1%
2,150
+104
152
$157K 0.1%
5,440
+1,976
153
$155K 0.1%
2,442
-1,005
154
$154K 0.1%
1,761
+1,310
155
$154K 0.1%
2,100
+15
156
$153K 0.1%
3,093
157
$152K 0.09%
1,320
+581
158
$152K 0.09%
1,311
+243
159
$150K 0.09%
+1,876
160
$150K 0.09%
8,100
+495
161
$150K 0.09%
1,064
+878
162
$148K 0.09%
7,435
163
$148K 0.09%
1,718
+797
164
$148K 0.09%
6,387
+65
165
$147K 0.09%
12,087
+2,308
166
$147K 0.09%
1,422
-507
167
$147K 0.09%
1,522
-43
168
$145K 0.09%
2,115
+376
169
$144K 0.09%
507
+190
170
$144K 0.09%
2,135
+33
171
$144K 0.09%
603
+62
172
$143K 0.09%
1,385
+516
173
$143K 0.09%
3,000
174
$143K 0.09%
2,012
+1,196
175
$142K 0.09%
3,338
5 6
7
8 9