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
401
$39K 0.01%
310
402
$38K 0.01%
250
403
$38K 0.01%
1,034
-245
404
$38K 0.01%
+1,018
405
$38K 0.01%
328
406
$38K 0.01%
277
+8
407
$37K 0.01%
135
408
$37K 0.01%
391
+11
409
$37K 0.01%
349
410
$36K 0.01%
696
-163
411
$36K 0.01%
222
-933
412
$36K 0.01%
914
-26
413
$36K 0.01%
155
414
$36K 0.01%
2,358
+1,866
415
$35K 0.01%
2,000
416
$35K 0.01%
374
-332
417
$35K 0.01%
1,730
+700
418
$34K 0.01%
579
+309
419
$34K 0.01%
537
-50
420
$34K 0.01%
2,000
421
$34K 0.01%
765
422
$34K 0.01%
675
423
$34K 0.01%
275
-263
424
$34K 0.01%
29
+8
425
$33K 0.01%
494
+53
15 16
17
18 19