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
$322M
AUM Growth
+$35.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,012
New
Increased
Reduced
Closed

Top Buys

1
+$2.52M
2
+$1.9M
3
+$1.11M
4
MAN icon
ManpowerGroup
MAN
+$495K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$438K

Top Sells

1
+$1.85M
2
+$1.49M
3
+$1.16M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.03M
5
YUM icon
Yum! Brands
YUM
+$920K

Sector Composition

1 Consumer Staples 19.41%
2 Consumer Discretionary 13.04%
3 Healthcare 11.64%
4 Utilities 7.1%
5 Technology 5.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$40K 0.01%
134
377
$39K 0.01%
180
378
$39K 0.01%
+385
379
$39K 0.01%
39
380
$39K 0.01%
+1,341
381
$39K 0.01%
813
382
$39K 0.01%
677
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383
$39K 0.01%
183
384
$38K 0.01%
2,447
+1,300
385
$38K 0.01%
787
+1
386
$38K 0.01%
1,000
387
$38K 0.01%
10,000
388
$37K 0.01%
444
+2
389
$37K 0.01%
200
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390
$36K 0.01%
685
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391
$35K 0.01%
439
392
$35K 0.01%
366
+6
393
$35K 0.01%
410
394
$34K 0.01%
119
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395
$34K 0.01%
2,000
396
$34K 0.01%
2,676
397
$34K 0.01%
+150
398
$34K 0.01%
264
399
$34K 0.01%
501
400
$33K 0.01%
310
-80
14 15
16
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