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
$140M
AUM Growth
-$3.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
776
New
Increased
Reduced
Closed

Top Buys

1 +$393K
2 +$363K
3 +$246K
4
XOM icon
Exxon Mobil
XOM
+$231K
5
MA icon
Mastercard
MA
+$230K

Sector Composition

1 Consumer Staples 13.4%
2 Healthcare 10.46%
3 Utilities 9.7%
4 Technology 9.52%
5 Industrials 8.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$24K 0.02%
190
402
$24K 0.02%
750
403
$24K 0.02%
450
404
$24K 0.02%
427
+305
405
$23K 0.02%
515
406
$23K 0.02%
421
407
$23K 0.02%
448
408
$22K 0.02%
309
409
$22K 0.02%
1,200
410
$22K 0.02%
348
411
$22K 0.02%
+347
412
$21K 0.02%
340
413
$21K 0.02%
431
414
$21K 0.02%
487
+2
415
$20K 0.01%
500
416
$20K 0.01%
250
417
$20K 0.01%
160
+30
418
$20K 0.01%
372
419
$20K 0.01%
31
420
$20K 0.01%
373
421
$20K 0.01%
292
422
$19K 0.01%
346
423
$19K 0.01%
1,065
424
$19K 0.01%
128
425
$19K 0.01%
879