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
$450M
AUM Growth
+$38.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,055
New
Increased
Reduced
Closed

Top Buys

1
+$18.8M
2
+$7.65M
3
+$3.31M
4
GNTX icon
Gentex
GNTX
+$2.31M
5
F icon
Ford
F
+$720K

Top Sells

1
+$1.14M
2
+$960K
3
+$863K
4
MRK icon
Merck
MRK
+$783K
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$773K

Sector Composition

1 Consumer Staples 13.53%
2 Consumer Discretionary 10.06%
3 Healthcare 9.91%
4 Technology 7.72%
5 Financials 6.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$24K 0.01%
701
527
$24K 0.01%
717
+251
528
$24K 0.01%
4,000
529
$23K 0.01%
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530
$23K 0.01%
910
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531
$23K 0.01%
372
-400
532
$23K 0.01%
712
-1,102
533
$23K 0.01%
+1,000
534
$23K 0.01%
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-289
535
$22K ﹤0.01%
440
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536
$22K ﹤0.01%
90
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537
$22K ﹤0.01%
163
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538
$22K ﹤0.01%
198
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539
$22K ﹤0.01%
571
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540
$22K ﹤0.01%
336
541
$22K ﹤0.01%
250
542
$22K ﹤0.01%
631
543
$22K ﹤0.01%
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544
$22K ﹤0.01%
1,613
-131
545
$22K ﹤0.01%
300
546
$22K ﹤0.01%
+173
547
$21K ﹤0.01%
274
548
$21K ﹤0.01%
612
+15
549
$21K ﹤0.01%
+1,083
550
$21K ﹤0.01%
539
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