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
$285M
AUM Growth
+$34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
971
New
Increased
Reduced
Closed

Top Buys

1
+$6.89M
2
+$2.04M
3
+$1.9M
4
AAPL icon
Apple
AAPL
+$1.43M
5
CMS icon
CMS Energy
CMS
+$1.32M

Top Sells

1
+$4.09M
2
+$1.26M
3
+$1.18M
4
SDC
SmileDirectClub, Inc. Class A Common Stock
SDC
+$1.07M
5
PEP icon
PepsiCo
PEP
+$1.03M

Sector Composition

1 Consumer Staples 22.19%
2 Healthcare 13.41%
3 Consumer Discretionary 13.32%
4 Technology 10.69%
5 Financials 7.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$6K ﹤0.01%
+220
677
$6K ﹤0.01%
100
678
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+57
679
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632
680
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450
+424
681
$6K ﹤0.01%
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682
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+80
683
$5K ﹤0.01%
+2,500
684
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70
685
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142
+50
686
$5K ﹤0.01%
2,044
-5,575
687
$5K ﹤0.01%
120
688
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99
689
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690
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+120
691
$5K ﹤0.01%
41
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146
693
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51
694
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695
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250
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228
697
$5K ﹤0.01%
71
698
$5K ﹤0.01%
+50
699
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+50
700
$5K ﹤0.01%
146
+14
26 27
28
29 30