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
251
$99K 0.03%
1,461
+845
252
$99K 0.03%
1,361
+946
253
$98K 0.03%
1,913
254
$97K 0.03%
387
+175
255
$97K 0.03%
362
-158
256
$96K 0.03%
3,162
+1,552
257
$95K 0.03%
+1,522
258
$95K 0.03%
8,108
-3,570
259
$93K 0.03%
446
260
$93K 0.03%
3,680
-830
261
$93K 0.03%
706
262
$93K 0.03%
+2,500
263
$93K 0.03%
622
-64
264
$92K 0.03%
299
265
$92K 0.03%
1,110
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266
$91K 0.03%
5,427
267
$89K 0.03%
1,513
-698
268
$88K 0.03%
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269
$88K 0.03%
454
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270
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251
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271
$86K 0.03%
2,895
272
$86K 0.03%
900
273
$86K 0.03%
2,000
274
$85K 0.03%
7,000
275
$85K 0.03%
348
-1,629
9 10
11
12 13