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
$143M
AUM Growth
+$7.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
864
New
Increased
Reduced
Closed

Top Buys

1
+$2.15M
2
+$2.15M
3
+$2.13M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$1.23M
5
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$814K

Top Sells

1
+$1.23M
2
+$982K
3
+$681K
4
LVS icon
Las Vegas Sands
LVS
+$582K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$571K

Sector Composition

1 Consumer Staples 14.32%
2 Utilities 10.44%
3 Healthcare 9.72%
4 Technology 9.11%
5 Industrials 8.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$111K 0.08%
2,011
177
$110K 0.08%
2,603
178
$109K 0.08%
2,408
+419
179
$108K 0.08%
7,515
-165
180
$106K 0.07%
5,000
181
$103K 0.07%
+6,000
182
$103K 0.07%
1,615
+704
183
$103K 0.07%
1,850
-48
184
$102K 0.07%
2,160
-432
185
$101K 0.07%
1,571
-2,080
186
$101K 0.07%
+4,815
187
$101K 0.07%
5,500
188
$101K 0.07%
2,035
+170
189
$100K 0.07%
2,269
+1,145
190
$100K 0.07%
2,962
+350
191
$99K 0.07%
1,194
+242
192
$99K 0.07%
557
193
$97K 0.07%
1,071
+673
194
$94K 0.07%
2,580
-28
195
$94K 0.07%
2,399
-19
196
$92K 0.06%
1,102
197
$91K 0.06%
1,278
-131
198
$91K 0.06%
862
199
$89K 0.06%
242
+123
200
$89K 0.06%
1,758
6 7
8
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