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
351
$47K 0.01%
+1,128
352
$47K 0.01%
1,132
353
$46K 0.01%
730
-334
354
$46K 0.01%
234
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355
$46K 0.01%
1,750
+7
356
$45K 0.01%
1,463
357
$45K 0.01%
1,754
358
$45K 0.01%
339
359
$45K 0.01%
2,275
360
$44K 0.01%
180
361
$44K 0.01%
833
+3
362
$43K 0.01%
1,808
363
$43K 0.01%
176
+102
364
$43K 0.01%
767
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365
$43K 0.01%
1,341
366
$43K 0.01%
475
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367
$43K 0.01%
1,242
+976
368
$42K 0.01%
39
369
$42K 0.01%
5,932
370
$42K 0.01%
183
371
$42K 0.01%
849
-43
372
$41K 0.01%
499
-137
373
$41K 0.01%
399
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374
$41K 0.01%
1,966
-320
375
$41K 0.01%
813
13 14
15
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