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
$163M
AUM Growth
+$28.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
712
New
Increased
Reduced
Closed

Top Buys

1 +$12.5M
2 +$2.01M
3 +$1.29M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.27M
5
PRA icon
ProAssurance
PRA
+$1.1M

Top Sells

1 +$1.68M
2 +$687K
3 +$239K
4
CMA icon
Comerica
CMA
+$180K
5
BND icon
Vanguard Total Bond Market
BND
+$162K

Sector Composition

1 Consumer Staples 6.74%
2 Healthcare 6.01%
3 Technology 5.65%
4 Industrials 5.6%
5 Financials 4.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
476
$5K ﹤0.01%
129
477
$5K ﹤0.01%
75
478
$5K ﹤0.01%
127
+33
479
$5K ﹤0.01%
200
480
$5K ﹤0.01%
+195
481
$5K ﹤0.01%
261
482
$5K ﹤0.01%
124
483
$5K ﹤0.01%
350
484
$5K ﹤0.01%
349
+63
485
$5K ﹤0.01%
106
+30
486
$4K ﹤0.01%
150
487
$4K ﹤0.01%
136
488
$4K ﹤0.01%
+270
489
$4K ﹤0.01%
108
490
$4K ﹤0.01%
57
491
$4K ﹤0.01%
62
492
$4K ﹤0.01%
135
493
$4K ﹤0.01%
239
494
$4K ﹤0.01%
49
495
$4K ﹤0.01%
332
496
$4K ﹤0.01%
389
497
$4K ﹤0.01%
300
498
$4K ﹤0.01%
313
499
$4K ﹤0.01%
148
500
$4K ﹤0.01%
156