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
201
$74K 0.06%
1,308
+323
202
$74K 0.06%
+2,500
203
$73K 0.06%
1,911
-335
204
$73K 0.06%
1,400
205
$73K 0.06%
557
206
$73K 0.06%
+1,400
207
$72K 0.06%
1,409
-1,076
208
$70K 0.06%
529
209
$70K 0.06%
3,485
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210
$70K 0.06%
765
211
$69K 0.06%
976
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212
$69K 0.06%
812
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213
$67K 0.06%
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214
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215
$66K 0.06%
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216
$66K 0.06%
1,648
217
$66K 0.06%
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218
$65K 0.06%
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219
$64K 0.06%
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220
$64K 0.06%
644
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221
$64K 0.06%
505
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222
$63K 0.06%
723
223
$63K 0.06%
3,276
224
$62K 0.05%
1,835
225
$62K 0.05%
261
-66
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