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
$322M
AUM Growth
+$35.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,012
New
Increased
Reduced
Closed

Top Buys

1
+$2.52M
2
+$1.9M
3
+$1.11M
4
MAN icon
ManpowerGroup
MAN
+$495K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$438K

Top Sells

1
+$1.85M
2
+$1.49M
3
+$1.16M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.03M
5
YUM icon
Yum! Brands
YUM
+$920K

Sector Composition

1 Consumer Staples 19.41%
2 Consumer Discretionary 13.04%
3 Healthcare 11.64%
4 Utilities 7.1%
5 Technology 5.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$78K 0.02%
1,618
252
$76K 0.02%
1,435
253
$76K 0.02%
606
254
$76K 0.02%
1,494
+757
255
$74K 0.02%
1,302
-85
256
$74K 0.02%
4,748
+1,048
257
$74K 0.02%
966
-38
258
$73K 0.02%
+3,000
259
$73K 0.02%
5,181
-3,672
260
$73K 0.02%
1,000
261
$72K 0.02%
1,151
+443
262
$72K 0.02%
1,424
263
$72K 0.02%
+1,893
264
$72K 0.02%
1,472
-63
265
$71K 0.02%
+750
266
$71K 0.02%
1,765
-25
267
$71K 0.02%
379
+250
268
$71K 0.02%
2,444
+2,072
269
$71K 0.02%
871
-109
270
$70K 0.02%
695
-373
271
$70K 0.02%
+3,200
272
$69K 0.02%
8,774
273
$69K 0.02%
+1,495
274
$68K 0.02%
1,133
+533
275
$67K 0.02%
285
-11
9 10
11
12 13