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
176
$140K 0.09%
10,010
177
$139K 0.09%
1,876
+670
178
$137K 0.09%
951
-9
179
$137K 0.09%
2,257
+472
180
$136K 0.08%
2,824
-270
181
$133K 0.08%
1,737
-12
182
$132K 0.08%
3,230
183
$131K 0.08%
3,622
-408
184
$130K 0.08%
1,645
-512
185
$129K 0.08%
6,657
186
$129K 0.08%
1,887
187
$128K 0.08%
6,866
-1
188
$128K 0.08%
1,346
+76
189
$127K 0.08%
2,173
+1,055
190
$125K 0.08%
1,720
+176
191
$124K 0.08%
6,000
192
$124K 0.08%
1,766
+1,524
193
$121K 0.08%
940
+1
194
$120K 0.07%
1,910
-265
195
$119K 0.07%
7,500
196
$117K 0.07%
998
+328
197
$116K 0.07%
2,092
+492
198
$116K 0.07%
1,350
+633
199
$115K 0.07%
870
+276
200
$114K 0.07%
+5,696
6 7
8
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