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
$163M
AUM Growth
+$28.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
712
New
Increased
Reduced
Closed

Top Buys

1
+$12.5M
2
+$2.01M
3
+$1.29M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.27M
5
PRA icon
ProAssurance
PRA
+$1.1M

Top Sells

1
+$1.68M
2
+$687K
3
+$239K
4
CMA icon
Comerica
CMA
+$180K
5
BND icon
Vanguard Total Bond Market
BND
+$162K

Sector Composition

1 Consumer Staples 6.74%
2 Healthcare 6.01%
3 Technology 5.65%
4 Industrials 5.6%
5 Financials 4.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$72K 0.04%
2,027
-245
152
$72K 0.04%
2,740
-22
153
$72K 0.04%
2,473
154
$71K 0.04%
4,560
+1,640
155
$70K 0.04%
1,489
156
$70K 0.04%
1,453
+708
157
$70K 0.04%
1,400
158
$70K 0.04%
1,500
159
$70K 0.04%
+2,581
160
$69K 0.04%
+1,360
161
$68K 0.04%
837
-2,000
162
$68K 0.04%
1,736
-4,593
163
$67K 0.04%
2,365
164
$66K 0.04%
1,024
+813
165
$66K 0.04%
916
+305
166
$64K 0.04%
4,635
+2,854
167
$64K 0.04%
1,704
168
$63K 0.04%
+1,190
169
$63K 0.04%
+1,250
170
$62K 0.04%
798
-12
171
$61K 0.04%
2,000
172
$61K 0.04%
776
+2
173
$61K 0.04%
4,775
174
$61K 0.04%
4,058
175
$60K 0.04%
2,660
+1,258
5 6
7
8 9