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
$112M
AUM Growth
+$19.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
891
New
Increased
Reduced
Closed

Top Buys

1
+$4M
2
+$620K
3
+$566K
4
XOM icon
Exxon Mobil
XOM
+$517K
5
AAPL icon
Apple
AAPL
+$443K

Top Sells

1
+$3.75M
2
+$359K
3
+$207K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$134K
5
SYK icon
Stryker
SYK
+$67.2K

Sector Composition

1 Consumer Staples 12.51%
2 Healthcare 11.58%
3 Industrials 10.88%
4 Technology 10.71%
5 Utilities 8.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$12K 0.01%
482
477
$12K 0.01%
462
478
$12K 0.01%
833
+501
479
$12K 0.01%
+118
480
$12K 0.01%
+687
481
$12K 0.01%
300
482
$12K 0.01%
571
-2,500
483
$12K 0.01%
750
+450
484
$12K 0.01%
185
485
$12K 0.01%
361
+287
486
$12K 0.01%
300
487
$12K 0.01%
700
488
$12K 0.01%
79
+65
489
$12K 0.01%
+380
490
$12K 0.01%
200
491
$12K 0.01%
+270
492
$12K 0.01%
2,920
493
$11K 0.01%
201
494
$11K 0.01%
186
+161
495
$11K 0.01%
+610
496
$11K 0.01%
+845
497
$11K 0.01%
+668
498
$11K 0.01%
+311
499
$11K 0.01%
228
500
$11K 0.01%
+780
18 19
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