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
576
$2K ﹤0.01%
+100
577
$2K ﹤0.01%
74
578
$2K ﹤0.01%
89
+21
579
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130
580
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200
581
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300
582
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+14
583
$2K ﹤0.01%
125
584
$2K ﹤0.01%
+36
585
$1K ﹤0.01%
63
586
$1K ﹤0.01%
90
587
$1K ﹤0.01%
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588
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+11
589
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+58
590
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+11
591
$1K ﹤0.01%
29
592
$1K ﹤0.01%
72
-1,420
593
$1K ﹤0.01%
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594
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595
$1K ﹤0.01%
+28
596
$1K ﹤0.01%
+14
597
$1K ﹤0.01%
+14
598
$1K ﹤0.01%
+4
599
$1K ﹤0.01%
12
600
$1K ﹤0.01%
40
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