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
301
$13K 0.01%
+1,000
302
$13K 0.01%
+800
303
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+146
304
$13K 0.01%
+749
305
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306
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307
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308
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+348
309
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310
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311
$13K 0.01%
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312
$13K 0.01%
+2,920
313
$12K 0.01%
+2,905
314
$12K 0.01%
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315
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316
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317
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318
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319
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321
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322
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323
$12K 0.01%
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324
$11K 0.01%
+320
325
$11K 0.01%
+775