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
426
$33K 0.01%
248
+25
427
$33K 0.01%
310
428
$33K 0.01%
208
+20
429
$33K 0.01%
521
+26
430
$33K 0.01%
750
-640
431
$32K 0.01%
823
+23
432
$32K 0.01%
+2,847
433
$32K 0.01%
8,083
+13
434
$32K 0.01%
630
-42
435
$32K 0.01%
424
+275
436
$31K 0.01%
1,732
437
$31K 0.01%
197
438
$31K 0.01%
203
439
$30K 0.01%
800
-4,100
440
$30K 0.01%
1,231
441
$30K 0.01%
+500
442
$30K 0.01%
672
+6
443
$30K 0.01%
228
+35
444
$29K 0.01%
578
-90
445
$29K 0.01%
700
446
$29K 0.01%
215
+22
447
$29K 0.01%
302
-68
448
$29K 0.01%
392
449
$29K 0.01%
310
+35
450
$29K 0.01%
240
-245
16 17
18
19 20