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
276
$16K 0.01%
+131
277
$16K 0.01%
+408
278
$15K 0.01%
+164
279
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+1,082
280
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+225
281
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+211
282
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+600
283
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+191
284
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+1,069
285
$15K 0.01%
+533
286
$15K 0.01%
+690
287
$14K 0.01%
+123
288
$14K 0.01%
+2,017
289
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291
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292
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+1,046
293
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294
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295
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296
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297
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298
$14K 0.01%
+426
299
$13K 0.01%
+696
300
$13K 0.01%
+310