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
776
$2K ﹤0.01%
105
777
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31
778
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99
779
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780
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114
-202
781
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+20
782
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8
783
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24
-664
784
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785
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786
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69
787
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788
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+100
789
$2K ﹤0.01%
500
790
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26
791
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42
792
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25
+10
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794
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48
795
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+13
796
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27
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797
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48
798
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10
799
$2K ﹤0.01%
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800
$2K ﹤0.01%
200
30 31
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