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
451
$24K 0.01%
342
+217
452
$24K 0.01%
1,584
453
$24K 0.01%
166
454
$24K 0.01%
433
+133
455
$24K 0.01%
2,668
456
$24K 0.01%
2,062
457
$24K 0.01%
1,135
458
$23K 0.01%
330
459
$23K 0.01%
325
460
$23K 0.01%
500
461
$22K 0.01%
597
462
$22K 0.01%
567
463
$22K 0.01%
565
+29
464
$22K 0.01%
146
465
$22K 0.01%
400
466
$22K 0.01%
750
467
$21K 0.01%
+2,390
468
$21K 0.01%
390
469
$21K 0.01%
1,110
+351
470
$21K 0.01%
862
+17
471
$21K 0.01%
345
+36
472
$21K 0.01%
1,000
473
$20K 0.01%
484
474
$20K 0.01%
1,390
+290
475
$20K 0.01%
1,510
17 18
19
20 21