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
451
$14K 0.01%
366
+335
452
$14K 0.01%
97
+16
453
$13K 0.01%
+100
454
$13K 0.01%
+340
455
$13K 0.01%
601
+539
456
$13K 0.01%
+1,190
457
$13K 0.01%
+110
458
$13K 0.01%
591
+19
459
$13K 0.01%
324
460
$13K 0.01%
+77
461
$13K 0.01%
204
462
$13K 0.01%
500
463
$13K 0.01%
250
464
$13K 0.01%
143
+75
465
$13K 0.01%
300
466
$13K 0.01%
+895
467
$13K 0.01%
119
468
$13K 0.01%
380
+280
469
$13K 0.01%
+332
470
$13K 0.01%
186
471
$13K 0.01%
236
472
$13K 0.01%
216
+153
473
$13K 0.01%
410
474
$12K 0.01%
+299
475
$12K 0.01%
+207
17 18
19
20 21