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
$450M
AUM Growth
+$38.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,055
New
Increased
Reduced
Closed

Top Buys

1
+$18.8M
2
+$7.65M
3
+$3.31M
4
GNTX icon
Gentex
GNTX
+$2.31M
5
F icon
Ford
F
+$720K

Top Sells

1
+$1.14M
2
+$960K
3
+$863K
4
MRK icon
Merck
MRK
+$783K
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$773K

Sector Composition

1 Consumer Staples 13.53%
2 Consumer Discretionary 10.06%
3 Healthcare 9.91%
4 Technology 7.72%
5 Financials 6.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$14K ﹤0.01%
100
627
$14K ﹤0.01%
250
+247
628
$14K ﹤0.01%
+283
629
$14K ﹤0.01%
156
630
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216
631
$14K ﹤0.01%
528
632
$14K ﹤0.01%
300
633
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65
-29
634
$14K ﹤0.01%
400
635
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200
636
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48
-19
637
$14K ﹤0.01%
400
638
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200
639
$14K ﹤0.01%
50
640
$14K ﹤0.01%
127
641
$14K ﹤0.01%
30
-25
642
$14K ﹤0.01%
202
643
$14K ﹤0.01%
371
644
$13K ﹤0.01%
237
+28
645
$13K ﹤0.01%
+1,000
646
$13K ﹤0.01%
+76
647
$13K ﹤0.01%
256
648
$13K ﹤0.01%
89
-46
649
$13K ﹤0.01%
30
-111
650
$13K ﹤0.01%
120
24 25
26
27 28