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
376
$39K 0.01%
1,960
+1,720
377
$39K 0.01%
366
378
$39K 0.01%
517
379
$39K 0.01%
725
380
$39K 0.01%
7,800
381
$39K 0.01%
+2,000
382
$38K 0.01%
625
383
$38K 0.01%
444
384
$38K 0.01%
2,676
385
$38K 0.01%
486
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386
$38K 0.01%
2,431
-9,436
387
$38K 0.01%
313
-448
388
$37K 0.01%
445
-3,055
389
$37K 0.01%
174
390
$37K 0.01%
439
-60
391
$37K 0.01%
315
+2
392
$37K 0.01%
730
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393
$37K 0.01%
1,962
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394
$37K 0.01%
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395
$37K 0.01%
841
396
$36K 0.01%
+1,000
397
$36K 0.01%
5,932
398
$35K 0.01%
650
399
$35K 0.01%
4,175
400
$34K 0.01%
306
14 15
16
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