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
326
$54K 0.02%
193
327
$53K 0.02%
323
328
$53K 0.02%
398
+32
329
$53K 0.02%
688
330
$53K 0.02%
310
331
$53K 0.02%
1,278
332
$52K 0.02%
1,320
-573
333
$52K 0.02%
537
334
$52K 0.02%
955
+85
335
$52K 0.02%
2,763
336
$51K 0.02%
27
337
$51K 0.02%
1,610
338
$51K 0.02%
549
+95
339
$51K 0.02%
655
340
$50K 0.02%
+1,802
341
$50K 0.02%
309
342
$49K 0.02%
1,233
343
$49K 0.02%
296
+17
344
$49K 0.02%
1,108
+54
345
$48K 0.01%
4,058
-224
346
$48K 0.01%
618
347
$48K 0.01%
292
-233
348
$48K 0.01%
134
349
$47K 0.01%
+4,054
350
$47K 0.01%
1,050
12 13
14
15 16