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
376
$21K 0.02%
+742
377
$21K 0.02%
513
+220
378
$21K 0.02%
533
379
$20K 0.02%
347
+87
380
$20K 0.02%
95
+77
381
$20K 0.02%
264
+172
382
$20K 0.02%
277
+255
383
$20K 0.02%
421
384
$20K 0.02%
227
385
$20K 0.02%
+263
386
$20K 0.02%
212
+62
387
$19K 0.02%
+59
388
$19K 0.02%
+495
389
$19K 0.02%
+3,290
390
$19K 0.02%
+578
391
$19K 0.02%
560
392
$19K 0.02%
307
+179
393
$19K 0.02%
+129
394
$19K 0.02%
31
395
$19K 0.02%
348
396
$19K 0.02%
131
397
$18K 0.02%
+2,540
398
$18K 0.02%
+1,331
399
$18K 0.02%
536
400
$18K 0.02%
600
14 15
16
17 18