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
551
$2K ﹤0.01%
19
552
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553
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+28
554
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+7
555
– –
0
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55
558
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559
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561
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562
$2K ﹤0.01%
51
563
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566
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69
567
$2K ﹤0.01%
+144
568
$2K ﹤0.01%
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569
$2K ﹤0.01%
54
570
$2K ﹤0.01%
+45
571
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101
572
$2K ﹤0.01%
58
573
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+36
574
$2K ﹤0.01%
67
575
$2K ﹤0.01%
61
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