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
$343M
AUM Growth
+$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
943
New
Increased
Reduced
Closed

Top Buys

1 +$3.83M
2 +$3.52M
3 +$1.96M
4
F icon
Ford
F
+$1.29M
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$1.22M

Top Sells

1 +$2.33M
2 +$2.08M
3 +$1.16M
4
PEP icon
PepsiCo
PEP
+$1.03M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$310K

Sector Composition

1 Consumer Staples 19.49%
2 Consumer Discretionary 12.85%
3 Healthcare 10.76%
4 Utilities 7.27%
5 Technology 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
651
$7K ﹤0.01%
461
652
$7K ﹤0.01%
190
653
$7K ﹤0.01%
+568
654
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52
655
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662
$6K ﹤0.01%
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664
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665
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666
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+43
667
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12
668
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$6K ﹤0.01%
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670
$6K ﹤0.01%
100
671
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$6K ﹤0.01%
120
673
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415
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$6K ﹤0.01%
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675
$6K ﹤0.01%
44
+10