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
$325M
AUM Growth
+$2.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
874
New
Increased
Reduced
Closed

Top Buys

1
+$2.08M
2
+$1.87M
3
+$1.24M
4
MAN icon
ManpowerGroup
MAN
+$1.05M
5
PG icon
Procter & Gamble
PG
+$725K

Top Sells

1
+$10.5M
2
+$2.66M
3
+$1.72M
4
YUM icon
Yum! Brands
YUM
+$1.44M
5
VPL icon
Vanguard FTSE Pacific ETF
VPL
+$1.06M

Sector Composition

1 Consumer Staples 19.98%
2 Consumer Discretionary 13.39%
3 Healthcare 11.91%
4 Utilities 7.29%
5 Technology 5.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$34K 0.01%
+444
402
$34K 0.01%
1,797
403
$34K 0.01%
313
+43
404
$34K 0.01%
501
405
$34K 0.01%
+1,500
406
$33K 0.01%
306
407
$33K 0.01%
+1,000
408
$33K 0.01%
435
-242
409
$33K 0.01%
283
410
$33K 0.01%
1,128
411
$32K 0.01%
358
+10
412
$32K 0.01%
313
+2
413
$32K 0.01%
+200
414
$32K 0.01%
+1,921
415
$32K 0.01%
404
+16
416
$32K 0.01%
1,085
417
$32K 0.01%
+650
418
$31K 0.01%
66
-35
419
$31K 0.01%
232
420
$31K 0.01%
2,000
421
$31K 0.01%
1,732
422
$31K 0.01%
2,610
-48
423
$31K 0.01%
839
-250
424
$31K 0.01%
1,468
425
$30K 0.01%
2,782
15 16
17
18 19