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
451
$7K ﹤0.01%
378
452
$7K ﹤0.01%
173
+1
453
$7K ﹤0.01%
118
454
$7K ﹤0.01%
875
455
$7K ﹤0.01%
605
456
$7K ﹤0.01%
198
457
$6K ﹤0.01%
113
458
$6K ﹤0.01%
+150
459
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79
461
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85
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$6K ﹤0.01%
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458
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19
465
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177
+77
466
$6K ﹤0.01%
+68
467
$6K ﹤0.01%
116
468
$6K ﹤0.01%
39
469
$6K ﹤0.01%
755
470
$5K ﹤0.01%
261
471
$5K ﹤0.01%
65
472
$5K ﹤0.01%
148
+6
473
$5K ﹤0.01%
110
+25
474
$5K ﹤0.01%
367
475
$5K ﹤0.01%
140