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
426
$30K 0.01%
101
+6
427
$29K 0.01%
600
428
$29K 0.01%
+1,000
429
$28K 0.01%
278
+258
430
$28K 0.01%
827
431
$28K 0.01%
1,165
+1,000
432
$28K 0.01%
+264
433
$27K 0.01%
490
+3
434
$27K 0.01%
+607
435
$27K 0.01%
321
+46
436
$27K 0.01%
575
-314
437
$27K 0.01%
284
438
$27K 0.01%
166
439
$27K 0.01%
+576
440
$27K 0.01%
372
441
$27K 0.01%
429
+4
442
$26K 0.01%
268
443
$26K 0.01%
279
444
$25K 0.01%
+500
445
$25K 0.01%
245
446
$25K 0.01%
600
-400
447
$25K 0.01%
638
448
$25K 0.01%
155
449
$25K 0.01%
+237
450
$24K 0.01%
339
-24
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