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
$112M
AUM Growth
+$19.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
891
New
Increased
Reduced
Closed

Top Buys

1 +$4M
2 +$620K
3 +$566K
4
XOM icon
Exxon Mobil
XOM
+$517K
5
AAPL icon
Apple
AAPL
+$443K

Top Sells

1 +$3.75M
2 +$359K
3 +$207K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$134K
5
SYK icon
Stryker
SYK
+$67.2K

Sector Composition

1 Consumer Staples 12.51%
2 Healthcare 11.58%
3 Industrials 10.88%
4 Technology 10.71%
5 Utilities 8.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
651
$6K 0.01%
415
652
$6K 0.01%
+400
653
$6K 0.01%
300
+100
654
$6K 0.01%
+81
655
$6K 0.01%
+322
656
$6K 0.01%
106
657
$5K ﹤0.01%
261
658
$5K ﹤0.01%
+303
659
$5K ﹤0.01%
+84
660
$5K ﹤0.01%
+62
661
$5K ﹤0.01%
+25
662
$5K ﹤0.01%
150
663
$5K ﹤0.01%
57
664
$5K ﹤0.01%
192
665
$5K ﹤0.01%
+234
666
$5K ﹤0.01%
200
667
$5K ﹤0.01%
389
668
$5K ﹤0.01%
120
669
$5K ﹤0.01%
19
670
$5K ﹤0.01%
148
671
$5K ﹤0.01%
156
672
$5K ﹤0.01%
+90
673
$5K ﹤0.01%
+106
674
$5K ﹤0.01%
+101
675
$5K ﹤0.01%
98