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
876
$2K ﹤0.01%
3
877
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209
-83
878
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11
879
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880
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881
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404
882
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11
883
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120
-740
884
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19
885
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886
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1,000
887
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19
+3
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$1K ﹤0.01%
27
889
$1K ﹤0.01%
11
890
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65
891
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10
892
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27
893
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894
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895
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896
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7
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897
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+18
898
$1K ﹤0.01%
7
899
$1K ﹤0.01%
6
900
$1K ﹤0.01%
38
34 35
36
37 38