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
301
$59K 0.02%
514
302
$59K 0.02%
5,000
303
$58K 0.02%
2,310
+1,218
304
$58K 0.02%
128
+114
305
$57K 0.02%
790
306
$57K 0.02%
1,029
-251
307
$57K 0.02%
1,226
+946
308
$56K 0.02%
496
309
$56K 0.02%
+800
310
$55K 0.02%
1,240
311
$55K 0.02%
160
312
$55K 0.02%
718
313
$54K 0.02%
373
314
$54K 0.02%
3,084
+208
315
$53K 0.02%
1,967
316
$53K 0.02%
+751
317
$53K 0.02%
+1,450
318
$52K 0.02%
261
319
$52K 0.02%
+636
320
$52K 0.02%
688
-26
321
$52K 0.02%
892
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322
$51K 0.02%
279
323
$51K 0.02%
975
-3,220
324
$51K 0.02%
288
-65
325
$50K 0.02%
323
+297
11 12
13
14 15