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
$112M
AUM Growth
+$19.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
891
New
Increased
Reduced
Closed

Top Buys

1
+$4M
2
+$620K
3
+$566K
4
XOM icon
Exxon Mobil
XOM
+$517K
5
AAPL icon
Apple
AAPL
+$443K

Top Sells

1
+$3.75M
2
+$359K
3
+$207K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$134K
5
SYK icon
Stryker
SYK
+$67.2K

Sector Composition

1 Consumer Staples 12.51%
2 Healthcare 11.58%
3 Industrials 10.88%
4 Technology 10.71%
5 Utilities 8.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$169K 0.15%
2,061
+74
102
$168K 0.15%
2,710
+2,447
103
$167K 0.15%
1,850
104
$166K 0.15%
6,435
105
$158K 0.14%
1,727
+33
106
$155K 0.14%
2,914
+156
107
$152K 0.14%
1,301
108
$151K 0.14%
1,800
109
$148K 0.13%
4,740
110
$147K 0.13%
1,630
+1,618
111
$142K 0.13%
5,932
112
$140K 0.13%
2,020
+1,626
113
$137K 0.12%
3,300
114
$136K 0.12%
1,380
115
$136K 0.12%
2,127
+295
116
$136K 0.12%
3,261
+50
117
$135K 0.12%
3,176
+2,857
118
$135K 0.12%
3,006
119
$134K 0.12%
1,129
+217
120
$130K 0.12%
2,164
+1,016
121
$130K 0.12%
1,194
+577
122
$129K 0.12%
1,550
123
$129K 0.12%
1,739
+94
124
$129K 0.12%
1,115
+51
125
$128K 0.11%
3,000
3 4
5
6 7