PMFA

Plante Moran Financial Advisors Portfolio holdings

AUM $1.55B
1-Year Est. Return 17.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$135M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
606
New
Increased
Reduced
Closed

Top Buys

1
+$68M
2
+$5.34M
3
+$3.54M
4
GRPN icon
Groupon
GRPN
+$3.38M
5
PEP icon
PepsiCo
PEP
+$3.37M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 7.99%
2 Technology 6.65%
3 Healthcare 6.51%
4 Industrials 6.16%
5 Communication Services 5.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$10K 0.01%
+324
352
$10K 0.01%
+135
353
$10K 0.01%
+1,000
354
$10K 0.01%
+149
355
$10K 0.01%
+350
356
$10K 0.01%
+462
357
$10K 0.01%
+404
358
$10K 0.01%
+330
359
$10K 0.01%
+500
360
$10K 0.01%
+792
361
$10K 0.01%
+201
362
$9K 0.01%
+197
363
$9K 0.01%
+43
364
$9K 0.01%
+235
365
$9K 0.01%
+275
366
$9K 0.01%
+300
367
$9K 0.01%
+170
368
$9K 0.01%
+201
369
$9K 0.01%
+205
370
$9K 0.01%
+138
371
$9K 0.01%
+435
372
$9K 0.01%
+513
373
$9K 0.01%
+498
374
$8K 0.01%
+99
375
$8K 0.01%
+90
13 14
15
16 17