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
51
$510K 0.46%
5,895
+153
52
$508K 0.46%
19,015
+9,351
53
$496K 0.44%
3,980
+58
54
$475K 0.43%
18,990
+5,577
55
$469K 0.42%
8,928
+2,399
56
$464K 0.42%
8,812
+2,684
57
$427K 0.38%
7,367
+700
58
$377K 0.34%
74,340
59
$365K 0.33%
3,619
+1,197
60
$356K 0.32%
2,800
+575
61
$352K 0.32%
4,175
+1,003
62
$325K 0.29%
13,082
+857
63
$320K 0.29%
+13,974
64
$304K 0.27%
3,426
+355
65
$299K 0.27%
3,485
+545
66
$298K 0.27%
7,266
67
$296K 0.27%
3,014
+1,877
68
$290K 0.26%
4,250
+496
69
$273K 0.24%
3,449
+1,659
70
$273K 0.24%
18,013
71
$266K 0.24%
2,954
+107
72
$259K 0.23%
3,433
+657
73
$254K 0.23%
6,066
+1,663
74
$254K 0.23%
2,378
+1,003
75
$248K 0.22%
951
1 2
3
4 5