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
851
$3K ﹤0.01%
20
852
$2K ﹤0.01%
21
-134
853
$2K ﹤0.01%
2,000
854
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60
855
$2K ﹤0.01%
+5
856
$2K ﹤0.01%
8
-100
857
$2K ﹤0.01%
+19
858
$2K ﹤0.01%
150
859
$2K ﹤0.01%
68
860
$2K ﹤0.01%
+40
861
$2K ﹤0.01%
37
862
$2K ﹤0.01%
+13
863
$2K ﹤0.01%
6
864
$2K ﹤0.01%
+40
865
$2K ﹤0.01%
31
866
$2K ﹤0.01%
60
867
$2K ﹤0.01%
+43
868
$2K ﹤0.01%
28
869
$2K ﹤0.01%
11
+1
870
$2K ﹤0.01%
20
871
$2K ﹤0.01%
150
872
$2K ﹤0.01%
+28
873
$2K ﹤0.01%
+36
874
$2K ﹤0.01%
9
-16
875
$2K ﹤0.01%
151
33 34
35
36 37