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
$138M
AUM Growth
+$8.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
988
New
Increased
Reduced
Closed

Top Buys

1
+$694K
2
+$509K
3
+$497K
4
AAL icon
American Airlines Group
AAL
+$284K
5
DTE icon
DTE Energy
DTE
+$282K

Top Sells

1
+$872K
2
+$762K
3
+$350K
4
MCBC
Macatawa Bank Corp
MCBC
+$323K
5
CPB icon
Campbell Soup
CPB
+$273K

Sector Composition

1 Utilities 13.28%
2 Consumer Staples 11.65%
3 Healthcare 9.68%
4 Technology 7.95%
5 Industrials 7.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$17K 0.01%
713
+15
452
$17K 0.01%
346
453
$17K 0.01%
213
454
$17K 0.01%
+251
455
$17K 0.01%
859
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456
$17K 0.01%
458
+79
457
$17K 0.01%
+1,500
458
$16K 0.01%
250
459
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243
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460
$16K 0.01%
486
461
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146
462
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195
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463
$16K 0.01%
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464
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173
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466
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467
$16K 0.01%
+365
468
$15K 0.01%
216
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$15K 0.01%
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470
$15K 0.01%
204
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$15K 0.01%
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$15K 0.01%
175
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473
$15K 0.01%
402
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474
$15K 0.01%
426
475
$14K 0.01%
400
17 18
19
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