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
351
$52K 0.02%
847
-143
352
$52K 0.02%
750
353
$52K 0.02%
725
354
$52K 0.02%
+107
355
$52K 0.02%
+605
356
$51K 0.02%
1,375
357
$51K 0.02%
+676
358
$51K 0.02%
+880
359
$51K 0.02%
2,818
360
$50K 0.02%
1,285
-1,321
361
$50K 0.02%
2,462
-593
362
$50K 0.02%
1,050
363
$50K 0.02%
194
+16
364
$50K 0.02%
730
365
$50K 0.02%
718
366
$49K 0.02%
1,666
367
$48K 0.01%
198
-28
368
$48K 0.01%
97
-60
369
$47K 0.01%
475
370
$47K 0.01%
332
+29
371
$46K 0.01%
654
+20
372
$46K 0.01%
260
+5
373
$46K 0.01%
224
+200
374
$46K 0.01%
+4,000
375
$45K 0.01%
+1,300
13 14
15
16 17