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
176
$175K 0.09%
3,300
177
$175K 0.09%
7,508
+4,808
178
$175K 0.09%
8,350
179
$171K 0.09%
3,930
180
$171K 0.09%
11,100
181
$166K 0.08%
2,637
-451
182
$163K 0.08%
1,419
-35
183
$161K 0.08%
1,150
-21
184
$159K 0.08%
4,460
+850
185
$155K 0.08%
836
+474
186
$153K 0.08%
1,130
+103
187
$152K 0.08%
2,077
-605
188
$147K 0.07%
2,153
+3
189
$147K 0.07%
+6,100
190
$146K 0.07%
1,544
-540
191
$142K 0.07%
993
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192
$137K 0.07%
1,906
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193
$137K 0.07%
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194
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4,040
195
$135K 0.07%
1,654
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196
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3,094
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197
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1,398
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198
$134K 0.07%
6,490
-1
199
$132K 0.07%
448
-198
200
$130K 0.07%
1,909
-240
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8
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