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
676
$5K ﹤0.01%
75
677
$5K ﹤0.01%
+45
678
$5K ﹤0.01%
+189
679
$5K ﹤0.01%
80
680
$5K ﹤0.01%
95
681
$5K ﹤0.01%
124
682
$5K ﹤0.01%
+74
683
$5K ﹤0.01%
+300
684
$5K ﹤0.01%
+607
685
$5K ﹤0.01%
77
+67
686
$5K ﹤0.01%
37
+32
687
$5K ﹤0.01%
+31
688
$4K ﹤0.01%
+120
689
$4K ﹤0.01%
+37
690
$4K ﹤0.01%
56
691
$4K ﹤0.01%
76
692
$4K ﹤0.01%
62
693
$4K ﹤0.01%
+165
694
$4K ﹤0.01%
49
695
$4K ﹤0.01%
+73
696
$4K ﹤0.01%
100
697
$4K ﹤0.01%
+146
698
$4K ﹤0.01%
300
699
$4K ﹤0.01%
+100
700
$4K ﹤0.01%
+62
26 27
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