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
$343M
AUM Growth
+$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
943
New
Increased
Reduced
Closed

Top Buys

1
+$3.83M
2
+$3.52M
3
+$1.96M
4
F icon
Ford
F
+$1.29M
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$1.22M

Top Sells

1
+$2.33M
2
+$2.08M
3
+$1.16M
4
PEP icon
PepsiCo
PEP
+$1.03M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$310K

Sector Composition

1 Consumer Staples 19.49%
2 Consumer Discretionary 12.85%
3 Healthcare 10.76%
4 Utilities 7.27%
5 Technology 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$46K 0.01%
187
+11
352
$46K 0.01%
870
-85
353
$46K 0.01%
836
+3
354
$46K 0.01%
309
355
$46K 0.01%
801
+34
356
$46K 0.01%
238
+57
357
$45K 0.01%
1,050
358
$45K 0.01%
217
-83
359
$45K 0.01%
+798
360
$45K 0.01%
183
361
$45K 0.01%
2,275
362
$45K 0.01%
659
+230
363
$44K 0.01%
1,808
364
$44K 0.01%
1,571
+108
365
$43K 0.01%
892
+43
366
$42K 0.01%
+843
367
$41K 0.01%
735
368
$41K 0.01%
445
-6
369
$41K 0.01%
462
+300
370
$41K 0.01%
1,966
371
$41K 0.01%
766
+50
372
$41K 0.01%
467
-8
373
$41K 0.01%
1,000
+500
374
$40K 0.01%
4,054
375
$40K 0.01%
134
13 14
15
16 17