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
$450M
AUM Growth
+$38.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,055
New
Increased
Reduced
Closed

Top Buys

1
+$18.8M
2
+$7.65M
3
+$3.31M
4
GNTX icon
Gentex
GNTX
+$2.31M
5
F icon
Ford
F
+$720K

Top Sells

1
+$1.14M
2
+$960K
3
+$863K
4
MRK icon
Merck
MRK
+$783K
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$773K

Sector Composition

1 Consumer Staples 13.53%
2 Consumer Discretionary 10.06%
3 Healthcare 9.91%
4 Technology 7.72%
5 Financials 6.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$60K 0.01%
1,188
+5
352
$60K 0.01%
502
353
$60K 0.01%
281
354
$59K 0.01%
1,262
+856
355
$59K 0.01%
305
356
$59K 0.01%
248
+100
357
$59K 0.01%
415
+309
358
$58K 0.01%
556
359
$58K 0.01%
661
360
$58K 0.01%
1,374
-75
361
$58K 0.01%
1,375
362
$58K 0.01%
2,312
+412
363
$58K 0.01%
247
-17
364
$57K 0.01%
478
+6
365
$55K 0.01%
1,635
366
$55K 0.01%
219
367
$54K 0.01%
359
368
$54K 0.01%
893
369
$54K 0.01%
880
370
$53K 0.01%
1,050
371
$53K 0.01%
291
+141
372
$53K 0.01%
212
373
$53K 0.01%
202
374
$52K 0.01%
1,233
375
$52K 0.01%
1,781
13 14
15
16 17