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
$322M
AUM Growth
+$35.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,012
New
Increased
Reduced
Closed

Top Buys

1
+$2.52M
2
+$1.9M
3
+$1.11M
4
MAN icon
ManpowerGroup
MAN
+$495K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$438K

Top Sells

1
+$1.85M
2
+$1.49M
3
+$1.16M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.03M
5
YUM icon
Yum! Brands
YUM
+$920K

Sector Composition

1 Consumer Staples 19.41%
2 Consumer Discretionary 13.04%
3 Healthcare 11.64%
4 Utilities 7.1%
5 Technology 5.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.82M 0.56%
13,015
-1,309
27
$1.59M 0.49%
62,289
+2,012
28
$1.57M 0.48%
15,758
+430
29
$1.51M 0.47%
37,493
+7,207
30
$1.46M 0.45%
9,350
+239
31
$1.38M 0.43%
14,711
+11,772
32
$1.37M 0.42%
56,177
-3,000
33
$1.35M 0.42%
25,116
+7,176
34
$1.35M 0.42%
24,157
+222
35
$1.34M 0.41%
7,443
-155
36
$1.31M 0.4%
5,043
-45
37
$1.27M 0.39%
24,024
-1,398
38
$1.26M 0.39%
6,632
-322
39
$1.25M 0.39%
21,380
-3,760
40
$1.16M 0.36%
10,603
41
$1.09M 0.34%
13,599
-324
42
$1.06M 0.33%
16,149
43
$1.06M 0.33%
6,638
+819
44
$1.04M 0.32%
8,510
+316
45
$1.03M 0.32%
10,182
-4,122
46
$1.02M 0.32%
5,337
-348
47
$1.02M 0.32%
18,928
+107
48
$991K 0.31%
43,720
-6,915
49
$983K 0.3%
12,199
+883
50
$977K 0.3%
18,200
-4,893
1
2
3 4 5