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
201
$112K 0.07%
4,040
202
$111K 0.07%
2,089
+757
203
$111K 0.07%
2,010
+549
204
$111K 0.07%
1,856
+2
205
$110K 0.07%
4,025
+61
206
$109K 0.07%
+889
207
$108K 0.07%
1,242
+291
208
$104K 0.06%
1,890
+132
209
$104K 0.06%
3,610
+2,735
210
$103K 0.06%
1,208
+135
211
$102K 0.06%
1,889
212
$101K 0.06%
+1,274
213
$100K 0.06%
823
214
$100K 0.06%
1,788
+424
215
$99K 0.06%
1,523
-122
216
$99K 0.06%
485
+11
217
$99K 0.06%
+5,990
218
$99K 0.06%
1,458
-26
219
$97K 0.06%
4,036
220
$97K 0.06%
898
+820
221
$97K 0.06%
3,979
+2,418
222
$96K 0.06%
4,727
-302
223
$96K 0.06%
1,550
+151
224
$95K 0.06%
2,276
+229
225
$95K 0.06%
1,842
-432
7 8
9
10 11