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
501
$11K 0.01%
+366
502
$11K 0.01%
+271
503
$11K 0.01%
315
504
$11K 0.01%
+1,198
505
$11K 0.01%
417
506
$11K 0.01%
168
+161
507
$11K 0.01%
24,000
508
$11K 0.01%
+420
509
$11K 0.01%
233
510
$11K 0.01%
+700
511
$11K 0.01%
+67
512
$11K 0.01%
180
+90
513
$11K 0.01%
276
+210
514
$11K 0.01%
+117
515
$11K 0.01%
333
516
$11K 0.01%
121
517
$11K 0.01%
76
518
$11K 0.01%
649
+262
519
$11K 0.01%
+514
520
$11K 0.01%
400
521
$11K 0.01%
+550
522
$11K 0.01%
500
523
$11K 0.01%
800
524
$11K 0.01%
+713
525
$11K 0.01%
+230
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