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
351
$25K 0.02%
+1,209
352
$25K 0.02%
282
+117
353
$25K 0.02%
363
+123
354
$25K 0.02%
+464
355
$25K 0.02%
655
+174
356
$25K 0.02%
685
357
$24K 0.02%
+700
358
$24K 0.02%
202
359
$23K 0.02%
+400
360
$23K 0.02%
420
+210
361
$23K 0.02%
138
+119
362
$23K 0.02%
175
+135
363
$23K 0.02%
441
+131
364
$23K 0.02%
233
+161
365
$22K 0.02%
+268
366
$22K 0.02%
+306
367
$22K 0.02%
1,600
368
$22K 0.02%
+200
369
$22K 0.02%
426
370
$21K 0.02%
164
371
$21K 0.02%
816
372
$21K 0.02%
604
+343
373
$21K 0.02%
800
374
$21K 0.02%
502
+12
375
$21K 0.02%
300
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15
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