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
$138M
AUM Growth
+$8.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
988
New
Increased
Reduced
Closed

Top Buys

1
+$694K
2
+$509K
3
+$497K
4
AAL icon
American Airlines Group
AAL
+$284K
5
DTE icon
DTE Energy
DTE
+$282K

Top Sells

1
+$872K
2
+$762K
3
+$350K
4
MCBC
Macatawa Bank Corp
MCBC
+$323K
5
CPB icon
Campbell Soup
CPB
+$273K

Sector Composition

1 Utilities 13.28%
2 Consumer Staples 11.65%
3 Healthcare 9.68%
4 Technology 7.95%
5 Industrials 7.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$2K ﹤0.01%
99
777
$2K ﹤0.01%
548
778
$2K ﹤0.01%
271
779
$2K ﹤0.01%
+63
780
$2K ﹤0.01%
94
781
$2K ﹤0.01%
52
+9
782
$2K ﹤0.01%
37
-19
783
$2K ﹤0.01%
289
784
$2K ﹤0.01%
+37
785
$2K ﹤0.01%
44
+2
786
$2K ﹤0.01%
99
787
$2K ﹤0.01%
24
788
$2K ﹤0.01%
82
789
$2K ﹤0.01%
+443
790
$2K ﹤0.01%
160
+58
791
$2K ﹤0.01%
96
792
$2K ﹤0.01%
+324
793
$2K ﹤0.01%
+168
794
$2K ﹤0.01%
56
795
$2K ﹤0.01%
+48
796
$2K ﹤0.01%
32
797
$2K ﹤0.01%
85
+29
798
$2K ﹤0.01%
35
+1
799
$2K ﹤0.01%
+2
800
$2K ﹤0.01%
+228
30 31
32
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