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
776
$2K ﹤0.01%
88
777
$2K ﹤0.01%
51
778
$2K ﹤0.01%
19
779
$2K ﹤0.01%
+17
780
$2K ﹤0.01%
116
781
$2K ﹤0.01%
+177
782
$2K ﹤0.01%
53
783
$2K ﹤0.01%
55
784
$2K ﹤0.01%
+42
785
$2K ﹤0.01%
135
786
$1K ﹤0.01%
103
-593
787
$1K ﹤0.01%
15
788
$1K ﹤0.01%
+20
789
$1K ﹤0.01%
14
790
$1K ﹤0.01%
+25
791
$1K ﹤0.01%
+32
792
$1K ﹤0.01%
23
793
$1K ﹤0.01%
+26
794
$1K ﹤0.01%
13
795
$1K ﹤0.01%
+32
796
$1K ﹤0.01%
16
797
$1K ﹤0.01%
+9
798
$1K ﹤0.01%
+28
799
$1K ﹤0.01%
+27
800
$1K ﹤0.01%
+41
30 31
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