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
526
$11K 0.01%
+416
527
$10K 0.01%
1,400
+600
528
$10K 0.01%
159
529
$10K 0.01%
476
530
$10K 0.01%
81
+72
531
$10K 0.01%
166
+91
532
$10K 0.01%
158
+100
533
$10K 0.01%
+134
534
$10K 0.01%
1,015
-40
535
$10K 0.01%
101
536
$10K 0.01%
+115
537
$10K 0.01%
+188
538
$10K 0.01%
300
539
$10K 0.01%
80
+12
540
$10K 0.01%
138
541
$10K 0.01%
+520
542
$10K 0.01%
+130
543
$10K 0.01%
+800
544
$10K 0.01%
147
+68
545
$10K 0.01%
715
546
$10K 0.01%
366
547
$10K 0.01%
40
548
$10K 0.01%
250
+50
549
$10K 0.01%
174
550
$10K 0.01%
+113
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