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
301
$32K 0.03%
+155
302
$32K 0.03%
629
303
$32K 0.03%
+460
304
$32K 0.03%
+3,758
305
$31K 0.03%
825
+11
306
$31K 0.03%
+1,827
307
$30K 0.03%
+802
308
$30K 0.03%
507
+200
309
$30K 0.03%
+1,400
310
$30K 0.03%
162
-138
311
$30K 0.03%
+1,510
312
$30K 0.03%
+712
313
$30K 0.03%
666
+1
314
$30K 0.03%
+3,637
315
$30K 0.03%
+1,200
316
$29K 0.03%
+530
317
$29K 0.03%
1,098
+271
318
$29K 0.03%
557
-33
319
$29K 0.03%
+850
320
$29K 0.03%
501
+290
321
$29K 0.03%
464
322
$29K 0.03%
+855
323
$29K 0.03%
332
+214
324
$28K 0.03%
+600
325
$28K 0.03%
+2,000
11 12
13
14 15