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
376
$45K 0.01%
260
377
$45K 0.01%
256
378
$45K 0.01%
3,451
379
$45K 0.01%
299
+11
380
$45K 0.01%
813
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381
$45K 0.01%
2,124
+222
382
$45K 0.01%
2,250
383
$44K 0.01%
136
+30
384
$44K 0.01%
773
385
$44K 0.01%
424
386
$43K 0.01%
359
387
$43K 0.01%
775
-3,219
388
$42K 0.01%
4,640
389
$42K 0.01%
2,917
390
$42K 0.01%
904
391
$42K 0.01%
3,781
392
$41K 0.01%
350
+250
393
$41K 0.01%
124
-50
394
$41K 0.01%
128
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395
$41K 0.01%
642
396
$41K 0.01%
+1,221
397
$40K 0.01%
500
-1,000
398
$40K 0.01%
834
+23
399
$40K 0.01%
1,797
400
$39K 0.01%
696
14 15
16
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