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
776
$5K ﹤0.01%
99
777
$5K ﹤0.01%
+110
778
$5K ﹤0.01%
43
779
$5K ﹤0.01%
+60
780
$5K ﹤0.01%
40
781
$5K ﹤0.01%
1,000
782
$5K ﹤0.01%
133
783
$5K ﹤0.01%
112
784
$5K ﹤0.01%
176
-324
785
$5K ﹤0.01%
+205
786
$5K ﹤0.01%
+50
787
$5K ﹤0.01%
+96
788
$5K ﹤0.01%
55
789
$5K ﹤0.01%
69
790
$5K ﹤0.01%
500
791
$5K ﹤0.01%
592
792
$5K ﹤0.01%
107
793
$5K ﹤0.01%
59
794
$5K ﹤0.01%
36
+2
795
$5K ﹤0.01%
+892
796
$5K ﹤0.01%
74
797
$4K ﹤0.01%
66
798
$4K ﹤0.01%
25
799
$4K ﹤0.01%
+26
800
$4K ﹤0.01%
450
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