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
$285M
AUM Growth
+$34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
971
New
Increased
Reduced
Closed

Top Buys

1
+$6.89M
2
+$2.04M
3
+$1.9M
4
AAPL icon
Apple
AAPL
+$1.43M
5
CMS icon
CMS Energy
CMS
+$1.32M

Top Sells

1
+$4.09M
2
+$1.26M
3
+$1.18M
4
SDC
SmileDirectClub, Inc. Class A Common Stock
SDC
+$1.07M
5
PEP icon
PepsiCo
PEP
+$1.03M

Sector Composition

1 Consumer Staples 22.19%
2 Healthcare 13.41%
3 Consumer Discretionary 13.32%
4 Technology 10.69%
5 Financials 7.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$24K 0.01%
393
-75
452
$24K 0.01%
777
+62
453
$24K 0.01%
255
454
$24K 0.01%
854
455
$24K 0.01%
193
+25
456
$24K 0.01%
1,919
+8
457
$24K 0.01%
146
458
$24K 0.01%
1,732
459
$24K 0.01%
113
+100
460
$24K 0.01%
415
+5
461
$24K 0.01%
+100
462
$24K 0.01%
300
463
$24K 0.01%
+300
464
$23K 0.01%
+400
465
$23K 0.01%
495
466
$23K 0.01%
193
+25
467
$23K 0.01%
350
+235
468
$23K 0.01%
4,170
469
$23K 0.01%
300
470
$23K 0.01%
125
+75
471
$23K 0.01%
813
472
$23K 0.01%
382
+60
473
$23K 0.01%
157
+20
474
$22K 0.01%
+999
475
$22K 0.01%
223
+38
17 18
19
20 21