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
401
$18K 0.02%
+434
402
$18K 0.02%
100
403
$18K 0.02%
181
+167
404
$18K 0.02%
+402
405
$18K 0.02%
163
+85
406
$18K 0.02%
515
+433
407
$18K 0.02%
210
408
$17K 0.02%
1,500
409
$17K 0.02%
1,674
+756
410
$17K 0.02%
213
411
$17K 0.02%
350
412
$17K 0.02%
431
413
$17K 0.02%
556
414
$17K 0.02%
372
415
$17K 0.02%
+1,158
416
$16K 0.01%
540
-7,000
417
$16K 0.01%
219
418
$16K 0.01%
+694
419
$16K 0.01%
346
420
$16K 0.01%
+354
421
$16K 0.01%
854
422
$16K 0.01%
546
423
$16K 0.01%
506
424
$16K 0.01%
147
425
$16K 0.01%
200
-200
15 16
17
18 19