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
751
$3K ﹤0.01%
100
+15
752
$3K ﹤0.01%
25
753
$2K ﹤0.01%
268
-487
754
– –
0
755
$2K ﹤0.01%
+110
756
$2K ﹤0.01%
450
757
$2K ﹤0.01%
36
758
$2K ﹤0.01%
+66
759
$2K ﹤0.01%
+70
760
$2K ﹤0.01%
200
761
$2K ﹤0.01%
+39
762
$2K ﹤0.01%
1
763
$2K ﹤0.01%
187
-1,212
764
$2K ﹤0.01%
210
-3,150
765
$2K ﹤0.01%
43
+25
766
$2K ﹤0.01%
54
767
$2K ﹤0.01%
+7
768
$2K ﹤0.01%
+27
769
$2K ﹤0.01%
69
770
$2K ﹤0.01%
+31
771
$2K ﹤0.01%
204
+150
772
$2K ﹤0.01%
+59
773
$2K ﹤0.01%
+35
774
$2K ﹤0.01%
+22
775
$2K ﹤0.01%
61
29 30
31
32 33