PMFA

Plante Moran Financial Advisors Portfolio holdings

AUM $1.58B
1-Year Est. Return 17.01%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.01%
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%
521
+26
427
$33K 0.01%
208
+20
428
$33K 0.01%
310
429
$33K 0.01%
248
+25
430
$33K 0.01%
494
+53
431
$32K 0.01%
424
+275
432
$32K 0.01%
630
-42
433
$32K 0.01%
8,083
+13
434
$32K 0.01%
+2,847
435
$32K 0.01%
823
+23
436
$31K 0.01%
203
437
$31K 0.01%
197
438
$31K 0.01%
1,732
439
$30K 0.01%
672
+6
440
$30K 0.01%
+500
441
$30K 0.01%
1,231
442
$30K 0.01%
228
+35
443
$30K 0.01%
800
-4,100
444
$29K 0.01%
240
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445
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310
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446
$29K 0.01%
392
447
$29K 0.01%
302
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448
$29K 0.01%
215
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449
$29K 0.01%
700
450
$29K 0.01%
578
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16 17
18
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