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
526
$3K ﹤0.01%
51
527
$3K ﹤0.01%
93
-200
528
$3K ﹤0.01%
1
529
$3K ﹤0.01%
84
530
$3K ﹤0.01%
156
531
$3K ﹤0.01%
115
532
$3K ﹤0.01%
57
533
$3K ﹤0.01%
74
534
$3K ﹤0.01%
291
535
$3K ﹤0.01%
+83
536
$3K ﹤0.01%
141
537
$3K ﹤0.01%
242
538
$3K ﹤0.01%
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539
$3K ﹤0.01%
450
540
$3K ﹤0.01%
63
541
$3K ﹤0.01%
36
542
$3K ﹤0.01%
72
543
$3K ﹤0.01%
128
544
$3K ﹤0.01%
85
545
$3K ﹤0.01%
+11
546
$3K ﹤0.01%
25
547
$2K ﹤0.01%
+14
548
$2K ﹤0.01%
+22
549
$2K ﹤0.01%
53
550
$2K ﹤0.01%
+23
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