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
$325M
AUM Growth
+$2.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
874
New
Increased
Reduced
Closed

Top Buys

1
+$2.08M
2
+$1.87M
3
+$1.24M
4
MAN icon
ManpowerGroup
MAN
+$1.05M
5
PG icon
Procter & Gamble
PG
+$725K

Top Sells

1
+$10.5M
2
+$2.66M
3
+$1.72M
4
YUM icon
Yum! Brands
YUM
+$1.44M
5
VPL icon
Vanguard FTSE Pacific ETF
VPL
+$1.06M

Sector Composition

1 Consumer Staples 19.98%
2 Consumer Discretionary 13.39%
3 Healthcare 11.91%
4 Utilities 7.29%
5 Technology 5.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$68K 0.02%
1,575
-513
277
$67K 0.02%
1,500
278
$67K 0.02%
3,760
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279
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-7,170
280
$67K 0.02%
1,279
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281
$66K 0.02%
514
282
$65K 0.02%
128
283
$65K 0.02%
1,272
284
$65K 0.02%
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+26
285
$65K 0.02%
752
286
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444
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287
$64K 0.02%
1,523
288
$63K 0.02%
1,618
289
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-12
290
$63K 0.02%
550
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291
$63K 0.02%
969
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292
$62K 0.02%
267
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293
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316
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294
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300
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295
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296
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300
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297
$61K 0.02%
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298
$61K 0.02%
166
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299
$61K 0.02%
1,450
300
$61K 0.02%
710
+300
10 11
12
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