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
$163M
AUM Growth
+$28.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
712
New
Increased
Reduced
Closed

Top Buys

1
+$12.5M
2
+$2.01M
3
+$1.29M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.27M
5
PRA icon
ProAssurance
PRA
+$1.1M

Top Sells

1
+$1.68M
2
+$687K
3
+$239K
4
CMA icon
Comerica
CMA
+$180K
5
BND icon
Vanguard Total Bond Market
BND
+$162K

Sector Composition

1 Consumer Staples 6.74%
2 Healthcare 6.01%
3 Technology 5.65%
4 Industrials 5.6%
5 Financials 4.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$9K 0.01%
110
-10
402
$9K 0.01%
236
403
$9K 0.01%
+200
404
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250
405
$9K 0.01%
+340
406
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121
+21
407
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513
408
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19
409
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174
410
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273
411
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279
+68
412
$9K 0.01%
82
413
$9K 0.01%
+293
414
$9K 0.01%
210
-25
415
$9K 0.01%
81
-42
416
$8K ﹤0.01%
366
417
$8K ﹤0.01%
498
418
$8K ﹤0.01%
264
419
$8K ﹤0.01%
177
+2
420
$8K ﹤0.01%
126
421
$8K ﹤0.01%
303
422
$8K ﹤0.01%
162
+11
423
$8K ﹤0.01%
118
+26
424
$8K ﹤0.01%
252
+15
425
$8K ﹤0.01%
133
15 16
17
18 19