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
201
$61K 0.05%
652
+407
202
$61K 0.05%
723
+213
203
$60K 0.05%
1,660
204
$60K 0.05%
4,775
205
$60K 0.05%
1,318
-337
206
$60K 0.05%
905
207
$60K 0.05%
+1,200
208
$60K 0.05%
+2,500
209
$59K 0.05%
810
+746
210
$59K 0.05%
678
+571
211
$59K 0.05%
7,800
212
$59K 0.05%
2,963
+910
213
$59K 0.05%
649
+341
214
$58K 0.05%
1,872
+2
215
$58K 0.05%
4,058
216
$57K 0.05%
985
+105
217
$57K 0.05%
+540
218
$57K 0.05%
8,534
219
$56K 0.05%
1,122
+591
220
$55K 0.05%
1,050
+365
221
$55K 0.05%
1,360
+1,084
222
$55K 0.05%
670
+22
223
$54K 0.05%
566
224
$54K 0.05%
520
+174
225
$54K 0.05%
750
7 8
9
10 11