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
$450M
AUM Growth
+$38.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,055
New
Increased
Reduced
Closed

Top Buys

1
+$18.8M
2
+$7.65M
3
+$3.31M
4
GNTX icon
Gentex
GNTX
+$2.31M
5
F icon
Ford
F
+$720K

Top Sells

1
+$1.14M
2
+$960K
3
+$863K
4
MRK icon
Merck
MRK
+$783K
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$773K

Sector Composition

1 Consumer Staples 13.53%
2 Consumer Discretionary 10.06%
3 Healthcare 9.91%
4 Technology 7.72%
5 Financials 6.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$6K ﹤0.01%
56
-279
752
$6K ﹤0.01%
123
753
$6K ﹤0.01%
76
754
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219
755
$6K ﹤0.01%
42
756
$6K ﹤0.01%
500
757
$6K ﹤0.01%
146
-2,225
758
$6K ﹤0.01%
+104
759
$6K ﹤0.01%
+42
760
$6K ﹤0.01%
100
761
$6K ﹤0.01%
65
762
$6K ﹤0.01%
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763
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174
+44
764
$6K ﹤0.01%
112
765
$6K ﹤0.01%
459
+13
766
$6K ﹤0.01%
740
767
$6K ﹤0.01%
120
768
$6K ﹤0.01%
43
769
$6K ﹤0.01%
+125
770
$6K ﹤0.01%
176
771
$6K ﹤0.01%
+70
772
$6K ﹤0.01%
172
773
$6K ﹤0.01%
105
774
$5K ﹤0.01%
128
775
$5K ﹤0.01%
27
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29 30
31
32 33