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
651
$13K ﹤0.01%
508
-200
652
$13K ﹤0.01%
290
653
$12K ﹤0.01%
150
654
$12K ﹤0.01%
100
655
$12K ﹤0.01%
+244
656
$12K ﹤0.01%
157
657
$12K ﹤0.01%
114
658
$12K ﹤0.01%
288
659
$12K ﹤0.01%
228
660
$12K ﹤0.01%
554
661
$12K ﹤0.01%
1,000
662
$12K ﹤0.01%
74
663
$12K ﹤0.01%
+758
664
$12K ﹤0.01%
284
665
$12K ﹤0.01%
204
-50
666
$12K ﹤0.01%
+70
667
$12K ﹤0.01%
+62
668
$11K ﹤0.01%
200
669
$11K ﹤0.01%
+18
670
$11K ﹤0.01%
45
671
$11K ﹤0.01%
73
672
$11K ﹤0.01%
+120
673
$11K ﹤0.01%
65
674
$11K ﹤0.01%
1,300
675
$11K ﹤0.01%
+180
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