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
$324M
AUM Growth
+$39.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,087
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$5.28M
3
+$1.88M
4
AMZN icon
Amazon
AMZN
+$1.16M
5
SWKS icon
Skyworks Solutions
SWKS
+$656K

Top Sells

1
+$3.46M
2
+$2.66M
3
+$2.37M
4
YUM icon
Yum! Brands
YUM
+$1.53M
5
MSFT icon
Microsoft
MSFT
+$728K

Sector Composition

1 Consumer Staples 19.82%
2 Healthcare 13.21%
3 Consumer Discretionary 12.61%
4 Technology 9.52%
5 Financials 7.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$119K 0.04%
2,132
227
$119K 0.04%
14,262
-3,068
228
$118K 0.04%
1,388
229
$117K 0.04%
641
+580
230
$117K 0.04%
575
231
$117K 0.04%
11,500
-7,000
232
$116K 0.04%
629
233
$116K 0.04%
1,987
-1,400
234
$116K 0.04%
991
+23
235
$114K 0.04%
605
+25
236
$112K 0.03%
501
237
$108K 0.03%
+4,167
238
$108K 0.03%
1,912
+1,636
239
$108K 0.03%
4,941
-2,275
240
$108K 0.03%
5,816
241
$107K 0.03%
1,149
-561
242
$106K 0.03%
1,472
+612
243
$106K 0.03%
874
+37
244
$105K 0.03%
699
+508
245
$105K 0.03%
1,229
+34
246
$104K 0.03%
878
+11
247
$103K 0.03%
650
-30
248
$103K 0.03%
314
-1,096
249
$102K 0.03%
+4,245
250
$102K 0.03%
1,416
8 9
10
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