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
301
$67K 0.02%
+3,585
302
$67K 0.02%
1,339
+54
303
$67K 0.02%
1,766
-1,160
304
$66K 0.02%
1,486
+90
305
$66K 0.02%
1,406
+4
306
$65K 0.02%
2,975
+55
307
$65K 0.02%
490
+400
308
$64K 0.02%
177
309
$64K 0.02%
736
310
$64K 0.02%
1,023
+23
311
$64K 0.02%
+1,270
312
$63K 0.02%
661
313
$63K 0.02%
1,039
+624
314
$62K 0.02%
237
-163
315
$62K 0.02%
3,897
316
$62K 0.02%
350
317
$61K 0.02%
1,137
318
$61K 0.02%
660
-100
319
$61K 0.02%
+2,000
320
$60K 0.02%
1,233
321
$60K 0.02%
514
322
$59K 0.02%
451
323
$59K 0.02%
279
-965
324
$59K 0.02%
1,088
325
$59K 0.02%
206
+120
11 12
13
14 15