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
$584M
AUM Growth
-$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,136
New
Increased
Reduced
Closed

Top Sells

1 +$27M
2 +$814K
3 +$406K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$390K
5
COST icon
Costco
COST
+$296K

Sector Composition

1 Consumer Staples 11.6%
2 Consumer Discretionary 6.21%
3 Healthcare 5.72%
4 Technology 4.5%
5 Financials 2.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
601
$9K ﹤0.01%
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602
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603
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866
609
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$8K ﹤0.01%
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1,000
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321
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1,000
621
$8K ﹤0.01%
142
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$8K ﹤0.01%
1,000
623
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160
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624
$8K ﹤0.01%
277
+230
625
$8K ﹤0.01%
+409