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
451
$28K 0.01%
420
452
$28K 0.01%
300
453
$28K 0.01%
393
454
$28K 0.01%
725
-133
455
$28K 0.01%
174
456
$27K 0.01%
358
+3
457
$27K 0.01%
467
458
$27K 0.01%
777
459
$27K 0.01%
255
460
$27K 0.01%
168
-25
461
$27K 0.01%
766
-69
462
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+1
463
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442
464
$27K 0.01%
114
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465
$27K 0.01%
308
+64
466
$27K 0.01%
500
-100
467
$27K 0.01%
300
468
$26K 0.01%
177
469
$26K 0.01%
+350
470
$26K 0.01%
39
-12
471
$26K 0.01%
4,170
472
$26K 0.01%
560
473
$26K 0.01%
222
-571
474
$26K 0.01%
374
+79
475
$26K 0.01%
+600
17 18
19
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