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
326
$28K 0.03%
240
+130
327
$28K 0.03%
1,140
328
$28K 0.03%
564
+365
329
$28K 0.03%
1,044
+380
330
$28K 0.03%
623
+462
331
$28K 0.03%
280
-75
332
$28K 0.03%
+236
333
$28K 0.03%
408
334
$28K 0.03%
+990
335
$27K 0.02%
+600
336
$27K 0.02%
+200
337
$27K 0.02%
+398
338
$27K 0.02%
+300
339
$27K 0.02%
516
+184
340
$27K 0.02%
+760
341
$26K 0.02%
+492
342
$26K 0.02%
+584
343
$26K 0.02%
291
344
$26K 0.02%
291
+156
345
$26K 0.02%
460
+260
346
$26K 0.02%
+361
347
$26K 0.02%
276
348
$26K 0.02%
+1,674
349
$25K 0.02%
618
350
$25K 0.02%
+1,632
12 13
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