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
401
$7K 0.01%
+237
402
$7K 0.01%
+322
403
$7K 0.01%
+959
404
$7K 0.01%
+211
405
$7K 0.01%
+100
406
$7K 0.01%
+172
407
$7K 0.01%
+118
408
$7K 0.01%
+126
409
$7K 0.01%
+560
410
$7K 0.01%
+605
411
$7K 0.01%
+200
412
$7K 0.01%
+236
413
$7K 0.01%
+250
414
$7K 0.01%
+249
415
$7K 0.01%
+271
416
$7K 0.01%
+200
417
$7K 0.01%
+402
418
$7K 0.01%
+273
419
$7K 0.01%
+430
420
$7K 0.01%
+211
421
$6K ﹤0.01%
+119
422
$6K ﹤0.01%
+220
423
$6K ﹤0.01%
+79
424
$6K ﹤0.01%
+92
425
$6K ﹤0.01%
+440