PMFA

Plante Moran Financial Advisors Portfolio holdings

AUM $1.58B
1-Year Est. Return 17.01%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$135M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
606
New
Increased
Reduced
Closed

Top Buys

1 +$68M
2 +$5.34M
3 +$3.54M
4
GRPN icon
Groupon
GRPN
+$3.38M
5
PEP icon
PepsiCo
PEP
+$3.37M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 7.99%
2 Technology 6.65%
3 Healthcare 6.51%
4 Industrials 6.16%
5 Communication Services 5.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$19K 0.01%
+175
252
$18K 0.01%
+827
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+20
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257
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$17K 0.01%
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260
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261
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262
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273
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+1,510
274
$16K 0.01%
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275
$16K 0.01%
+147