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
$285M
AUM Growth
+$34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
971
New
Increased
Reduced
Closed

Top Buys

1
+$6.89M
2
+$2.04M
3
+$1.9M
4
AAPL icon
Apple
AAPL
+$1.43M
5
CMS icon
CMS Energy
CMS
+$1.32M

Top Sells

1
+$4.09M
2
+$1.26M
3
+$1.18M
4
SDC
SmileDirectClub, Inc. Class A Common Stock
SDC
+$1.07M
5
PEP icon
PepsiCo
PEP
+$1.03M

Sector Composition

1 Consumer Staples 22.19%
2 Healthcare 13.41%
3 Consumer Discretionary 13.32%
4 Technology 10.69%
5 Financials 7.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$199K 0.07%
2,592
152
$198K 0.07%
7,528
+7,200
153
$196K 0.07%
4,214
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154
$194K 0.07%
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155
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156
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157
$192K 0.07%
2,368
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158
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159
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160
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161
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+18,714
162
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+38,029
163
$186K 0.07%
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164
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165
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+50,370
166
$182K 0.06%
18,500
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167
$181K 0.06%
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168
$181K 0.06%
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169
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170
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1,714
173
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174
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175
$173K 0.06%
452
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5 6
7
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