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
401
$33K 0.01%
1,085
402
$33K 0.01%
283
-3
403
$32K 0.01%
292
-176
404
$32K 0.01%
1,000
-500
405
$32K 0.01%
552
406
$32K 0.01%
346
-10
407
$32K 0.01%
1,468
408
$31K 0.01%
+1,000
409
$31K 0.01%
367
+6
410
$31K 0.01%
306
-50
411
$31K 0.01%
1,128
-44
412
$30K 0.01%
581
+567
413
$30K 0.01%
+1,374
414
$30K 0.01%
827
415
$30K 0.01%
2,782
+2,589
416
$30K 0.01%
+569
417
$30K 0.01%
2,658
+864
418
$30K 0.01%
162
-78
419
$29K 0.01%
348
-46
420
$29K 0.01%
600
+353
421
$29K 0.01%
1,732
422
$29K 0.01%
1,797
423
$28K 0.01%
388
+300
424
$28K 0.01%
847
+284
425
$27K 0.01%
+311
15 16
17
18 19