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
$450M
AUM Growth
+$38.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,055
New
Increased
Reduced
Closed

Top Buys

1
+$18.8M
2
+$7.65M
3
+$3.31M
4
GNTX icon
Gentex
GNTX
+$2.31M
5
F icon
Ford
F
+$720K

Top Sells

1
+$1.14M
2
+$960K
3
+$863K
4
MRK icon
Merck
MRK
+$783K
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$773K

Sector Composition

1 Consumer Staples 13.53%
2 Consumer Discretionary 10.06%
3 Healthcare 9.91%
4 Technology 7.72%
5 Financials 6.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$30K 0.01%
+5,000
477
$30K 0.01%
+1,500
478
$29K 0.01%
450
479
$29K 0.01%
827
480
$29K 0.01%
275
481
$29K 0.01%
419
482
$29K 0.01%
1,747
+32
483
$29K 0.01%
100
484
$28K 0.01%
299
485
$28K 0.01%
39
486
$28K 0.01%
400
487
$28K 0.01%
200
488
$28K 0.01%
165
489
$28K 0.01%
442
490
$28K 0.01%
452
+2
491
$28K 0.01%
14,000
492
$27K 0.01%
800
493
$27K 0.01%
505
494
$27K 0.01%
41
495
$27K 0.01%
465
496
$27K 0.01%
+250
497
$27K 0.01%
400
498
$27K 0.01%
2,062
499
$26K 0.01%
457
500
$26K 0.01%
637
+4
18 19
20
21 22