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
426
$27K 0.01%
232
427
$27K 0.01%
284
428
$27K 0.01%
2,431
429
$27K 0.01%
638
430
$27K 0.01%
270
+195
431
$26K 0.01%
984
+975
432
$26K 0.01%
166
-16
433
$26K 0.01%
95
-133
434
$26K 0.01%
497
435
$26K 0.01%
279
-91
436
$25K 0.01%
567
-21
437
$25K 0.01%
+1,100
438
$25K 0.01%
567
-12
439
$25K 0.01%
268
+262
440
$25K 0.01%
400
+185
441
$25K 0.01%
372
442
$25K 0.01%
2,062
443
$25K 0.01%
+425
444
$25K 0.01%
500
+262
445
$24K 0.01%
487
+439
446
$24K 0.01%
1,058
-32
447
$24K 0.01%
275
448
$24K 0.01%
149
-66
449
$24K 0.01%
1,584
450
$24K 0.01%
251
-82
16 17
18
19 20