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
26
$1.6M 0.56%
21,840
+540
27
$1.56M 0.55%
21,200
+3,000
28
$1.51M 0.53%
24,598
+21,500
29
$1.49M 0.52%
5,354
-380
30
$1.35M 0.48%
12,428
+729
31
$1.28M 0.45%
5,951
-186
32
$1.26M 0.44%
9,796
+6
33
$1.21M 0.42%
9,322
+8,209
34
$1.15M 0.4%
22,198
+6
35
$1.13M 0.4%
11,571
-12,079
36
$1.07M 0.38%
3,444
37
$1.06M 0.37%
12,138
+669
38
$1.06M 0.37%
6,781
-321
39
$1.05M 0.37%
30,177
-1,517
40
$1.04M 0.36%
18,072
-688
41
$1.01M 0.36%
8,153
+2,309
42
$995K 0.35%
26,840
-3,070
43
$953K 0.33%
9,900
+214
44
$921K 0.32%
13,404
45
$867K 0.3%
6,217
+1
46
$854K 0.3%
37,535
-835
47
$848K 0.3%
2,509
+138
48
$844K 0.3%
74,485
49
$806K 0.28%
17,426
+3,794
50
$749K 0.26%
4,397
+1,222
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