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
551
$21K ﹤0.01%
100
552
$21K ﹤0.01%
1,200
553
$21K ﹤0.01%
+984
554
$21K ﹤0.01%
251
555
$21K ﹤0.01%
1,000
556
$21K ﹤0.01%
300
557
$21K ﹤0.01%
100
558
$21K ﹤0.01%
1,248
559
$21K ﹤0.01%
800
560
$21K ﹤0.01%
1,191
+57
561
$20K ﹤0.01%
735
562
$20K ﹤0.01%
49
+18
563
$20K ﹤0.01%
92
+59
564
$20K ﹤0.01%
1,500
565
$20K ﹤0.01%
+48
566
$20K ﹤0.01%
1,103
-3,897
567
$20K ﹤0.01%
74
568
$20K ﹤0.01%
104
+80
569
$20K ﹤0.01%
200
570
$19K ﹤0.01%
560
571
$19K ﹤0.01%
87
572
$19K ﹤0.01%
521
-175
573
$19K ﹤0.01%
+67
574
$19K ﹤0.01%
50
575
$19K ﹤0.01%
814
21 22
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