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
276
$37K 0.03%
+400
277
$37K 0.03%
512
278
$37K 0.03%
637
+453
279
$36K 0.03%
+980
280
$36K 0.03%
306
+261
281
$36K 0.03%
528
+286
282
$36K 0.03%
160
+2
283
$35K 0.03%
+550
284
$35K 0.03%
2,144
+1,990
285
$35K 0.03%
1,000
286
$35K 0.03%
+228
287
$34K 0.03%
977
+437
288
$34K 0.03%
842
+465
289
$34K 0.03%
+1,634
290
$34K 0.03%
295
+95
291
$33K 0.03%
+2,000
292
$33K 0.03%
+1,000
293
$33K 0.03%
450
294
$33K 0.03%
822
295
$33K 0.03%
+528
296
$33K 0.03%
458
+140
297
$33K 0.03%
2,800
+2,550
298
$33K 0.03%
273
+174
299
$32K 0.03%
+1,870
300
$32K 0.03%
2,062
10 11
12
13 14