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
151
$102K 0.09%
1,366
+1,141
152
$100K 0.09%
1,496
+936
153
$100K 0.09%
+6,265
154
$99K 0.09%
861
+496
155
$97K 0.09%
308
+84
156
$95K 0.09%
2,203
+471
157
$92K 0.08%
+7,953
158
$90K 0.08%
1,666
+177
159
$90K 0.08%
1,219
+1,090
160
$89K 0.08%
1,102
161
$88K 0.08%
1,866
162
$88K 0.08%
738
+212
163
$86K 0.08%
723
+489
164
$84K 0.08%
2,160
+1,154
165
$83K 0.07%
+1,428
166
$83K 0.07%
2,283
+2,031
167
$83K 0.07%
+327
168
$81K 0.07%
5,241
+1
169
$81K 0.07%
2,246
+335
170
$80K 0.07%
5,500
171
$78K 0.07%
1,400
172
$77K 0.07%
+1,406
173
$77K 0.07%
3,812
+535
174
$77K 0.07%
2,047
175
$76K 0.07%
+1,128
5 6
7
8 9