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
551
$10K 0.01%
+200
552
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264
553
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+252
554
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222
+22
555
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126
556
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154
557
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182
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558
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2,000
559
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100
560
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+300
561
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240
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562
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563
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564
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930
+555
565
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566
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567
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200
568
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541
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249
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570
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116
572
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273
573
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574
$9K 0.01%
275
575
$9K 0.01%
+2,780