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
176
$76K 0.07%
2,860
177
$75K 0.07%
1,590
+1,188
178
$75K 0.07%
3,418
+2,433
179
$75K 0.07%
2,473
180
$75K 0.07%
1,021
+933
181
$74K 0.07%
786
+2
182
$74K 0.07%
2,000
183
$73K 0.07%
2,365
184
$71K 0.06%
+557
185
$71K 0.06%
+1,688
186
$70K 0.06%
1,597
+97
187
$69K 0.06%
765
188
$69K 0.06%
2,123
+2,044
189
$68K 0.06%
747
+498
190
$68K 0.06%
1,564
-211
191
$66K 0.06%
529
-50
192
$65K 0.06%
1,648
193
$65K 0.06%
+950
194
$65K 0.06%
3,276
195
$64K 0.06%
696
+441
196
$64K 0.06%
288
+249
197
$63K 0.06%
3,346
-2,250
198
$63K 0.06%
+600
199
$62K 0.06%
604
+504
200
$61K 0.05%
755
+367
6 7
8
9 10