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
551
$2K ﹤0.01%
+67
552
$2K ﹤0.01%
+84
553
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+74
554
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555
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+130
556
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+200
557
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+125
558
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+291
559
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560
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+81
561
$2K ﹤0.01%
+450
562
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563
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564
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566
$1K ﹤0.01%
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567
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+36
568
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569
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570
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+28
571
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+29
572
$1K ﹤0.01%
+133
573
$1K ﹤0.01%
+23
574
$1K ﹤0.01%
+90
575
$1K ﹤0.01%
+15
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