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
$135M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
606
New
Increased
Reduced
Closed

Top Buys

1
+$59.2M
2
+$5.17M
3
+$4.28M
4
JNJ icon
Johnson & Johnson
JNJ
+$3.58M
5
PEP icon
PepsiCo
PEP
+$3.38M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 7.99%
2 Technology 6.65%
3 Healthcare 6.51%
4 Industrials 6.16%
5 Communication Services 5.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$3K ﹤0.01%
+85
527
$3K ﹤0.01%
+76
528
$2K ﹤0.01%
+101
529
$2K ﹤0.01%
+27
530
$2K ﹤0.01%
+41
531
$2K ﹤0.01%
+53
532
$2K ﹤0.01%
+55
533
$2K ﹤0.01%
+53
534
$2K ﹤0.01%
+48
535
$2K ﹤0.01%
+116
536
$2K ﹤0.01%
+19
537
$2K ﹤0.01%
+182
538
$2K ﹤0.01%
+260
539
$2K ﹤0.01%
+51
540
$2K ﹤0.01%
+88
541
$2K ﹤0.01%
+80
542
$2K ﹤0.01%
+50
543
$2K ﹤0.01%
+23
544
$2K ﹤0.01%
+61
545
$2K ﹤0.01%
+49
546
$2K ﹤0.01%
+34
547
$2K ﹤0.01%
+154
548
$2K ﹤0.01%
+54
549
$2K ﹤0.01%
+46
550
$2K ﹤0.01%
+66
20 21
22
23 24