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
$285M
AUM Growth
+$34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
971
New
Increased
Reduced
Closed

Top Buys

1
+$6.89M
2
+$2.04M
3
+$1.9M
4
AAPL icon
Apple
AAPL
+$1.43M
5
CMS icon
CMS Energy
CMS
+$1.32M

Top Sells

1
+$4.09M
2
+$1.26M
3
+$1.18M
4
SDC
SmileDirectClub, Inc. Class A Common Stock
SDC
+$1.07M
5
PEP icon
PepsiCo
PEP
+$1.03M

Sector Composition

1 Consumer Staples 22.19%
2 Healthcare 13.41%
3 Consumer Discretionary 13.32%
4 Technology 10.69%
5 Financials 7.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$12K ﹤0.01%
223
577
$12K ﹤0.01%
129
578
$12K ﹤0.01%
2,062
579
$12K ﹤0.01%
477
580
$12K ﹤0.01%
23
581
$12K ﹤0.01%
140
582
$12K ﹤0.01%
+550
583
$12K ﹤0.01%
175
584
$12K ﹤0.01%
+200
585
$11K ﹤0.01%
100
586
$11K ﹤0.01%
607
587
$11K ﹤0.01%
62
588
$11K ﹤0.01%
+1,400
589
$11K ﹤0.01%
323
590
$11K ﹤0.01%
404
591
$11K ﹤0.01%
376
+250
592
$11K ﹤0.01%
395
-4,605
593
$11K ﹤0.01%
1,250
594
$11K ﹤0.01%
+272
595
$11K ﹤0.01%
704
596
$11K ﹤0.01%
+74
597
$11K ﹤0.01%
+710
598
$11K ﹤0.01%
+595
599
$11K ﹤0.01%
45
+20
600
$11K ﹤0.01%
+202
22 23
24
25 26