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
$135M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
606
New
Increased
Reduced
Closed

Top Buys

1
+$59.2M
2
+$5.17M
3
+$4.28M
4
JNJ icon
Johnson & Johnson
JNJ
+$3.58M
5
PEP icon
PepsiCo
PEP
+$3.38M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 7.99%
2 Technology 6.65%
3 Healthcare 6.51%
4 Industrials 6.16%
5 Communication Services 5.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$5K ﹤0.01%
+350
452
$5K ﹤0.01%
+286
453
$5K ﹤0.01%
+100
454
$4K ﹤0.01%
+75
455
$4K ﹤0.01%
+150
456
$4K ﹤0.01%
+57
457
$4K ﹤0.01%
+99
458
$4K ﹤0.01%
+20
459
$4K ﹤0.01%
+65
460
$4K ﹤0.01%
+49
461
$4K ﹤0.01%
+332
462
$4K ﹤0.01%
+85
463
$4K ﹤0.01%
+389
464
$4K ﹤0.01%
+300
465
$4K ﹤0.01%
+307
466
$4K ﹤0.01%
+875
467
$4K ﹤0.01%
+755
468
$4K ﹤0.01%
+261
469
$4K ﹤0.01%
+50
470
$4K ﹤0.01%
+150
471
$4K ﹤0.01%
+65
472
$4K ﹤0.01%
+91
473
$4K ﹤0.01%
+136
474
$4K ﹤0.01%
+108
475
$4K ﹤0.01%
+519
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