PMFA

Plante Moran Financial Advisors Portfolio holdings

AUM $1.55B
1-Year Est. Return 17.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$845M
AUM Growth
+$113M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
919
New
Increased
Reduced
Closed

Top Buys

1
+$69.1M
2
+$5.15M
3
+$1.93M
4
VV icon
Vanguard Large-Cap ETF
VV
+$952K
5
JPM icon
JPMorgan Chase
JPM
+$675K

Top Sells

1
+$3.75M
2
+$2.16M
3
+$899K
4
AAPL icon
Apple
AAPL
+$693K
5
SPDW icon
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
+$612K

Sector Composition

1 Consumer Staples 9.05%
2 Healthcare 5.35%
3 Consumer Discretionary 4.96%
4 Technology 4.35%
5 Financials 1.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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903
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$0 ﹤0.01%
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907
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908
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913
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914
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915
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916
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917
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918
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0
919
– –
0
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