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
$135M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
606
New
Increased
Reduced
Closed

Top Buys

1 +$59.2M
2 +$5.17M
3 +$4.28M
4
JNJ icon
Johnson & Johnson
JNJ
+$3.58M
5
PEP icon
PepsiCo
PEP
+$3.38M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 7.99%
2 Technology 6.65%
3 Healthcare 6.51%
4 Industrials 6.16%
5 Communication Services 5.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$19K 0.01%
+175
252
$18K 0.01%
+827
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+20
254
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+276
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+31
256
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+1,227
257
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259
$17K 0.01%
+899
260
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261
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262
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263
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269
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270
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273
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+1,510
274
$16K 0.01%
+40
275
$16K 0.01%
+147