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
426
$8K ﹤0.01%
108
+8
427
$8K ﹤0.01%
263
-48
428
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+233
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435
430
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271
431
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432
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120
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436
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107
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438
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439
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807
+288
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959
441
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229
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128
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167
447
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281
448
$7K ﹤0.01%
516
449
$7K ﹤0.01%
500
450
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402