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
601
$1K ﹤0.01%
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602
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30
603
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604
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605
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606
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607
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608
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609
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610
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22
-378
611
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11
614
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39
615
$1K ﹤0.01%
+27
616
$1K ﹤0.01%
+5
617
$1K ﹤0.01%
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618
$1K ﹤0.01%
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619
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100
620
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+25
621
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12
-15
622
$1K ﹤0.01%
+15
623
$1K ﹤0.01%
+150
624
$1K ﹤0.01%
55
625
$1K ﹤0.01%
+30
23 24
25
26 27