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
$343M
AUM Growth
+$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
943
New
Increased
Reduced
Closed

Top Buys

1
+$3.83M
2
+$3.52M
3
+$1.96M
4
F icon
Ford
F
+$1.29M
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$1.22M

Top Sells

1
+$2.33M
2
+$2.08M
3
+$1.16M
4
PEP icon
PepsiCo
PEP
+$1.03M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$310K

Sector Composition

1 Consumer Staples 19.49%
2 Consumer Discretionary 12.85%
3 Healthcare 10.76%
4 Utilities 7.27%
5 Technology 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$90K 0.03%
+795
252
$89K 0.03%
44,490
253
$89K 0.03%
+1,000
254
$88K 0.03%
2,592
255
$87K 0.03%
394
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256
$87K 0.03%
646
257
$87K 0.03%
4,390
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258
$87K 0.03%
1,950
259
$87K 0.03%
460
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260
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261
$86K 0.03%
741
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262
$86K 0.03%
800
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263
$85K 0.02%
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264
$84K 0.02%
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265
$83K 0.02%
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266
$83K 0.02%
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267
$82K 0.02%
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268
$82K 0.02%
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269
$82K 0.02%
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270
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271
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272
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273
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274
$79K 0.02%
822
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275
$78K 0.02%
1,000
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11
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