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
$343M
AUM Growth
+$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
943
New
Increased
Reduced
Closed

Top Buys

1
+$3.83M
2
+$3.52M
3
+$1.96M
4
F icon
Ford
F
+$1.29M
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$1.22M

Top Sells

1
+$2.33M
2
+$2.08M
3
+$1.16M
4
PEP icon
PepsiCo
PEP
+$1.03M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$310K

Sector Composition

1 Consumer Staples 19.49%
2 Consumer Discretionary 12.85%
3 Healthcare 10.76%
4 Utilities 7.27%
5 Technology 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$26K 0.01%
+215
452
$25K 0.01%
292
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453
$25K 0.01%
567
454
$25K 0.01%
655
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455
$25K 0.01%
400
456
$25K 0.01%
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457
$25K 0.01%
155
458
$25K 0.01%
2,062
459
$24K 0.01%
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460
$24K 0.01%
+1,772
461
$24K 0.01%
2,058
-552
462
$24K 0.01%
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463
$24K 0.01%
2,668
464
$23K 0.01%
850
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465
$23K 0.01%
1,000
466
$23K 0.01%
597
467
$23K 0.01%
643
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468
$23K 0.01%
342
469
$23K 0.01%
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470
$23K 0.01%
669
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$23K 0.01%
750
472
$23K 0.01%
391
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473
$22K 0.01%
1,390
474
$22K 0.01%
659
475
$22K 0.01%
361
+16
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19
20 21