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
726
$3K ﹤0.01%
49
727
$3K ﹤0.01%
+400
728
$3K ﹤0.01%
46
729
$3K ﹤0.01%
200
730
$3K ﹤0.01%
300
731
$3K ﹤0.01%
+57
732
$3K ﹤0.01%
101
733
$3K ﹤0.01%
33
734
$3K ﹤0.01%
58
735
$3K ﹤0.01%
67
736
$3K ﹤0.01%
84
737
$3K ﹤0.01%
+73
738
$3K ﹤0.01%
89
739
$3K ﹤0.01%
+80
740
$3K ﹤0.01%
+2
741
$3K ﹤0.01%
+49
742
$3K ﹤0.01%
300
743
$3K ﹤0.01%
+377
744
$3K ﹤0.01%
+26
745
$3K ﹤0.01%
+43
746
$3K ﹤0.01%
19
747
$3K ﹤0.01%
40
+10
748
$3K ﹤0.01%
82
749
$3K ﹤0.01%
95
750
$3K ﹤0.01%
36
28 29
30
31 32