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
$285M
AUM Growth
+$34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
971
New
Increased
Reduced
Closed

Top Buys

1
+$6.89M
2
+$2.04M
3
+$1.9M
4
AAPL icon
Apple
AAPL
+$1.43M
5
CMS icon
CMS Energy
CMS
+$1.32M

Top Sells

1
+$4.09M
2
+$1.26M
3
+$1.18M
4
SDC
SmileDirectClub, Inc. Class A Common Stock
SDC
+$1.07M
5
PEP icon
PepsiCo
PEP
+$1.03M

Sector Composition

1 Consumer Staples 22.19%
2 Healthcare 13.41%
3 Consumer Discretionary 13.32%
4 Technology 10.69%
5 Financials 7.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
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1,102
-15,000
352
$41K 0.01%
255
353
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361
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369
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$37K 0.01%
859
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