PMFA

Plante Moran Financial Advisors Portfolio holdings

AUM $1.58B
1-Year Est. Return 17.01%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$143M
AUM Growth
+$7.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
864
New
Increased
Reduced
Closed

Top Sells

1 +$1.23M
2 +$982K
3 +$681K
4
LVS icon
Las Vegas Sands
LVS
+$582K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$571K

Sector Composition

1 Consumer Staples 14.32%
2 Utilities 10.44%
3 Healthcare 9.72%
4 Technology 9.1%
5 Industrials 8.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
526
$9K 0.01%
937
527
$9K 0.01%
100
528
$9K 0.01%
854
529
$9K 0.01%
101
530
$9K 0.01%
300
531
$9K 0.01%
+105
532
$9K 0.01%
88
533
$9K 0.01%
1,033
534
$9K 0.01%
281
535
$9K 0.01%
571
536
$9K 0.01%
200
537
$9K 0.01%
366
538
$9K 0.01%
212
539
$9K 0.01%
118
540
$8K 0.01%
201
541
$8K 0.01%
175
-22
542
$8K 0.01%
145
543
$8K 0.01%
307
-340
544
$8K 0.01%
100
545
$8K 0.01%
134
546
$8K 0.01%
188
547
$8K 0.01%
130
548
$8K 0.01%
236
549
$8K 0.01%
106
550
$8K 0.01%
138