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
326
$59K 0.02%
+3,521
327
$59K 0.02%
1,240
328
$59K 0.02%
388
+14
329
$59K 0.02%
135
330
$59K 0.02%
956
331
$58K 0.02%
556
332
$58K 0.02%
403
+78
333
$58K 0.02%
+1,900
334
$58K 0.02%
152
-50
335
$58K 0.02%
260
+25
336
$57K 0.02%
1,100
+800
337
$57K 0.02%
325
-48
338
$57K 0.02%
133
-157
339
$57K 0.02%
317
340
$56K 0.02%
1,050
341
$56K 0.02%
+200
342
$56K 0.02%
318
343
$56K 0.02%
500
344
$55K 0.02%
5,000
345
$55K 0.02%
1,098
346
$54K 0.02%
+550
347
$54K 0.02%
1,073
+13
348
$54K 0.02%
1,037
+440
349
$53K 0.02%
1,654
-181
350
$53K 0.02%
451
+5
12 13
14
15 16