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
$114M
AUM Growth
+$2.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
932
New
Increased
Reduced
Closed

Top Buys

1
+$446K
2
+$413K
3
+$369K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$336K
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$304K

Top Sells

1
+$549K
2
+$530K
3
+$426K
4
IBM icon
IBM
IBM
+$302K
5
DTE icon
DTE Energy
DTE
+$188K

Sector Composition

1 Consumer Staples 11.77%
2 Healthcare 11.06%
3 Technology 10.72%
4 Industrials 9.31%
5 Financials 8.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$92K 0.08%
+2,300
177
$91K 0.08%
6,265
178
$90K 0.08%
+8,500
179
$90K 0.08%
+4,000
180
$89K 0.08%
1,102
181
$86K 0.08%
1,797
+1,233
182
$86K 0.08%
1,496
183
$86K 0.08%
2,384
+1,559
184
$86K 0.08%
1,376
-52
185
$85K 0.07%
858
+72
186
$85K 0.07%
+500
187
$84K 0.07%
6,200
+4,200
188
$84K 0.07%
1,628
+38
189
$79K 0.07%
1,187
+282
190
$78K 0.07%
2,000
191
$78K 0.07%
1,758
-108
192
$78K 0.07%
2,203
193
$77K 0.07%
2,047
194
$77K 0.07%
1,612
+946
195
$77K 0.07%
1,843
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196
$77K 0.07%
731
+211
197
$76K 0.07%
3,918
+500
198
$75K 0.07%
1,988
-172
199
$74K 0.06%
2,473
200
$74K 0.06%
5,500
6 7
8
9 10