PMFA

Plante Moran Financial Advisors Portfolio holdings

AUM $1.58B
1-Year Est. Return 17.01%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$285M
AUM Growth
+$34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
971
New
Increased
Reduced
Closed

Top Buys

1
+$6.82M
2
+$2.04M
3
+$1.88M
4
AAPL icon
Apple
AAPL
+$1.34M
5
CMS icon
CMS Energy
CMS
+$1.32M

Top Sells

1
+$4.15M
2
+$1.33M
3
+$1.18M
4
PEP icon
PepsiCo
PEP
+$1.01M
5
SDC
SmileDirectClub, Inc. Class A Common Stock
SDC
+$845K

Sector Composition

1 Consumer Staples 22.19%
2 Healthcare 13.41%
3 Consumer Discretionary 13.32%
4 Technology 10.69%
5 Financials 7.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$31K 0.01%
188
+94
402
$31K 0.01%
+349
403
$31K 0.01%
+765
404
$31K 0.01%
696
405
$31K 0.01%
587
+50
406
$31K 0.01%
811
+8
407
$30K 0.01%
71
+21
408
$30K 0.01%
+675
409
$30K 0.01%
672
410
$30K 0.01%
+125
411
$30K 0.01%
4,276
412
$30K 0.01%
+668
413
$30K 0.01%
441
+2
414
$29K 0.01%
17
+13
415
$29K 0.01%
550
416
$29K 0.01%
269
+208
417
$29K 0.01%
91
+75
418
$29K 0.01%
904
419
$29K 0.01%
699
-17
420
$29K 0.01%
30
+15
421
$29K 0.01%
310
422
$28K 0.01%
275
423
$28K 0.01%
4,640
+1,248
424
$28K 0.01%
310
425
$28K 0.01%
106
+30
15 16
17
18 19