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
151
$218K 0.11%
4,356
-76
152
$214K 0.11%
4,523
-180
153
$212K 0.11%
1,537
154
$209K 0.11%
10,956
-320
155
$206K 0.1%
2,350
-267
156
$206K 0.1%
4,211
-1,272
157
$205K 0.1%
8,906
+4,220
158
$200K 0.1%
2,446
-14
159
$200K 0.1%
3,843
+3,610
160
$199K 0.1%
4,632
-598
161
$197K 0.1%
486
+314
162
$196K 0.1%
4,846
163
$194K 0.1%
3,293
-2,457
164
$193K 0.1%
6,000
165
$193K 0.1%
3,209
-63
166
$192K 0.1%
11,936
-48
167
$190K 0.1%
1,800
-355
168
$190K 0.1%
3,645
+950
169
$186K 0.09%
4,062
-70
170
$184K 0.09%
6,610
+26
171
$183K 0.09%
1,173
+768
172
$180K 0.09%
12,352
173
$178K 0.09%
20,650
-11,250
174
$176K 0.09%
2,061
-70
175
$175K 0.09%
1,292
-614
5 6
7
8 9