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
276
$84K 0.03%
845
277
$83K 0.03%
350
+12
278
$82K 0.03%
742
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279
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280
$82K 0.03%
200
281
$81K 0.03%
4,000
282
$80K 0.02%
+3,080
283
$80K 0.02%
12,000
-600
284
$77K 0.02%
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285
$76K 0.02%
4,565
286
$75K 0.02%
2,733
+1,405
287
$72K 0.02%
1,000
-672
288
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289
$72K 0.02%
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290
$71K 0.02%
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291
$71K 0.02%
2,156
292
$70K 0.02%
1,947
293
$70K 0.02%
526
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294
$70K 0.02%
1,220
295
$69K 0.02%
96
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296
$68K 0.02%
375
-34
297
$68K 0.02%
347
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298
$68K 0.02%
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-143
299
$68K 0.02%
202
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300
$67K 0.02%
274
-21
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