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
$140M
AUM Growth
-$3.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
776
New
Increased
Reduced
Closed

Top Buys

1 +$393K
2 +$363K
3 +$246K
4
XOM icon
Exxon Mobil
XOM
+$231K
5
MA icon
Mastercard
MA
+$230K

Sector Composition

1 Consumer Staples 13.4%
2 Healthcare 10.46%
3 Utilities 9.7%
4 Technology 9.52%
5 Industrials 8.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
601
$6K ﹤0.01%
219
602
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458
603
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604
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608
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154
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81
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800
611
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$5K ﹤0.01%
1,400
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154
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500
621
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622
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70
623
$5K ﹤0.01%
62
624
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45
625
$5K ﹤0.01%
108