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
426
$15K 0.01%
310
427
$15K 0.01%
+1,500
428
$15K 0.01%
96
-79
429
$15K 0.01%
792
430
$15K 0.01%
+1,229
431
$15K 0.01%
+155
432
$15K 0.01%
145
433
$15K 0.01%
+500
434
$15K 0.01%
1,069
435
$15K 0.01%
292
436
$14K 0.01%
1,189
+189
437
$14K 0.01%
124
438
$14K 0.01%
+500
439
$14K 0.01%
+298
440
$14K 0.01%
+300
441
$14K 0.01%
+173
442
$14K 0.01%
150
443
$14K 0.01%
+525
444
$14K 0.01%
+300
445
$14K 0.01%
40
446
$14K 0.01%
441
+251
447
$14K 0.01%
+63
448
$14K 0.01%
+1,510
449
$14K 0.01%
200
450
$14K 0.01%
465
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