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
$343M
AUM Growth
+$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
943
New
Increased
Reduced
Closed

Top Buys

1
+$3.83M
2
+$3.52M
3
+$1.96M
4
F icon
Ford
F
+$1.29M
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$1.22M

Top Sells

1
+$2.33M
2
+$2.08M
3
+$1.16M
4
PEP icon
PepsiCo
PEP
+$1.03M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$310K

Sector Composition

1 Consumer Staples 19.49%
2 Consumer Discretionary 12.85%
3 Healthcare 10.76%
4 Utilities 7.27%
5 Technology 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$3K ﹤0.01%
+80
752
$3K ﹤0.01%
39
-671
753
$3K ﹤0.01%
34
754
$3K ﹤0.01%
22
+11
755
$3K ﹤0.01%
51
-849
756
$3K ﹤0.01%
+31
757
$3K ﹤0.01%
48
-637
758
$3K ﹤0.01%
+1,000
759
$3K ﹤0.01%
179
760
$2K ﹤0.01%
+30
761
$2K ﹤0.01%
25
762
$2K ﹤0.01%
68
763
$2K ﹤0.01%
+253
764
$2K ﹤0.01%
26
765
$2K ﹤0.01%
137
766
$2K ﹤0.01%
31
767
$2K ﹤0.01%
+21
768
$2K ﹤0.01%
1,000
769
$2K ﹤0.01%
48
770
$2K ﹤0.01%
80
771
$2K ﹤0.01%
+355
772
$2K ﹤0.01%
21
773
$2K ﹤0.01%
22
774
$2K ﹤0.01%
38
775
$2K ﹤0.01%
+57
29 30
31
32 33