PMFA

Plante Moran Financial Advisors Portfolio holdings

AUM $1.58B
1-Year Est. Return 17.01%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$285M
AUM Growth
+$34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
971
New
Increased
Reduced
Closed

Top Buys

1
+$6.82M
2
+$2.04M
3
+$1.88M
4
AAPL icon
Apple
AAPL
+$1.34M
5
CMS icon
CMS Energy
CMS
+$1.32M

Top Sells

1
+$4.15M
2
+$1.33M
3
+$1.18M
4
PEP icon
PepsiCo
PEP
+$1.01M
5
SDC
SmileDirectClub, Inc. Class A Common Stock
SDC
+$845K

Sector Composition

1 Consumer Staples 22.19%
2 Healthcare 13.41%
3 Consumer Discretionary 13.32%
4 Technology 10.69%
5 Financials 7.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$3K ﹤0.01%
36
752
$3K ﹤0.01%
+100
753
$3K ﹤0.01%
8
754
$3K ﹤0.01%
20
755
$3K ﹤0.01%
+50
756
$3K ﹤0.01%
336
757
$3K ﹤0.01%
242
758
$3K ﹤0.01%
34
759
$3K ﹤0.01%
157
760
$3K ﹤0.01%
+50
761
$3K ﹤0.01%
+246
762
$3K ﹤0.01%
132
763
$3K ﹤0.01%
+204
764
$2K ﹤0.01%
47
765
$2K ﹤0.01%
20
766
$2K ﹤0.01%
38
767
$2K ﹤0.01%
+42
768
$2K ﹤0.01%
21
+5
769
$2K ﹤0.01%
34
+7
770
$2K ﹤0.01%
49
771
$2K ﹤0.01%
+50
772
$2K ﹤0.01%
68
773
$2K ﹤0.01%
+49
774
$2K ﹤0.01%
45
775
$2K ﹤0.01%
6
29 30
31
32 33