PMFA

Plante Moran Financial Advisors Portfolio holdings

AUM $1.55B
1-Year Est. Return 17.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.93%
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
+$3.89M
2
+$582K
3
+$545K
4
XOM icon
Exxon Mobil
XOM
+$518K
5
AAPL icon
Apple
AAPL
+$406K

Top Sells

1
+$3.64M
2
+$357K
3
+$211K
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$131K
5
SYK icon
Stryker
SYK
+$65.1K

Sector Composition

1 Consumer Staples 12.51%
2 Healthcare 11.58%
3 Industrials 10.89%
4 Technology 10.7%
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%
55
754
$2K ﹤0.01%
+42
755
$2K ﹤0.01%
135
756
$2K ﹤0.01%
53
757
$2K ﹤0.01%
+177
758
$2K ﹤0.01%
116
759
$2K ﹤0.01%
+17
760
$2K ﹤0.01%
19
761
$2K ﹤0.01%
54
762
$2K ﹤0.01%
+39
763
$2K ﹤0.01%
+70
764
$2K ﹤0.01%
+66
765
$2K ﹤0.01%
51
766
$2K ﹤0.01%
88
767
$2K ﹤0.01%
61
768
$2K ﹤0.01%
+22
769
$2K ﹤0.01%
+35
770
$2K ﹤0.01%
+59
771
$2K ﹤0.01%
204
+150
772
$2K ﹤0.01%
+31
773
$2K ﹤0.01%
69
774
$2K ﹤0.01%
+27
775
$2K ﹤0.01%
+7
29 30
31
32 33