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
$112M
AUM Growth
+$19.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
891
New
Increased
Reduced
Closed

Top Buys

1
+$4M
2
+$620K
3
+$566K
4
XOM icon
Exxon Mobil
XOM
+$517K
5
AAPL icon
Apple
AAPL
+$443K

Top Sells

1
+$3.75M
2
+$359K
3
+$207K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$134K
5
SYK icon
Stryker
SYK
+$67.2K

Sector Composition

1 Consumer Staples 12.51%
2 Healthcare 11.58%
3 Industrials 10.88%
4 Technology 10.71%
5 Utilities 8.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$53K 0.05%
+522
227
$53K 0.05%
500
228
$52K 0.05%
531
+336
229
$51K 0.05%
2,751
230
$51K 0.05%
352
231
$51K 0.05%
834
232
$51K 0.05%
+2,000
233
$50K 0.04%
+3,296
234
$49K 0.04%
+1,079
235
$49K 0.04%
+1,025
236
$49K 0.04%
+1,835
237
$49K 0.04%
1,268
+912
238
$48K 0.04%
476
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239
$48K 0.04%
1,114
+1
240
$48K 0.04%
466
241
$48K 0.04%
+1,500
242
$47K 0.04%
+420
243
$46K 0.04%
672
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244
$46K 0.04%
1,156
+6
245
$45K 0.04%
37
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246
$45K 0.04%
541
+139
247
$45K 0.04%
2,085
248
$45K 0.04%
950
+316
249
$45K 0.04%
450
250
$45K 0.04%
1,010
8 9
10
11 12