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
126
$128K 0.11%
+1,110
127
$125K 0.11%
3,769
+2,910
128
$121K 0.11%
755
+655
129
$121K 0.11%
2,485
+624
130
$120K 0.11%
2,387
+125
131
$117K 0.1%
4,447
+860
132
$117K 0.1%
2,645
+187
133
$116K 0.1%
3,002
+696
134
$115K 0.1%
+9,859
135
$112K 0.1%
2,857
+830
136
$111K 0.1%
6,207
137
$110K 0.1%
1,967
+1,607
138
$109K 0.1%
+5,000
139
$108K 0.1%
11,227
140
$108K 0.1%
1,345
+587
141
$107K 0.1%
1,524
+222
142
$107K 0.1%
996
+796
143
$106K 0.1%
1,064
+288
144
$106K 0.1%
3,275
+308
145
$105K 0.09%
1,102
+192
146
$105K 0.09%
1,281
+345
147
$103K 0.09%
3,848
+1,532
148
$103K 0.09%
1,245
+945
149
$103K 0.09%
2,388
+338
150
$103K 0.09%
1,379
+155
4 5
6
7 8