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
26
$1.63M 0.5%
20,464
-873
27
$1.51M 0.47%
10,645
+4,588
28
$1.5M 0.46%
24,598
29
$1.49M 0.46%
17,000
-4,840
30
$1.47M 0.45%
5,498
-453
31
$1.38M 0.43%
15,720
-5,480
32
$1.36M 0.42%
29,625
+2,785
33
$1.32M 0.41%
8,399
-3,493
34
$1.28M 0.39%
10,044
+144
35
$1.25M 0.39%
11,427
-1,001
36
$1.24M 0.38%
18,072
37
$1.16M 0.36%
23,307
+1,109
38
$1.15M 0.36%
6,347
-1,806
39
$1.13M 0.35%
10,979
-592
40
$1.12M 0.35%
6,515
-266
41
$1.12M 0.35%
30,365
+188
42
$1.08M 0.33%
74,485
43
$1.03M 0.32%
3,895
-1,459
44
$1.01M 0.31%
5,134
+487
45
$985K 0.3%
13,404
46
$954K 0.29%
5,414
-803
47
$935K 0.29%
35,100
-2,435
48
$864K 0.27%
8,157
+191
49
$842K 0.26%
7,874
+4,160
50
$838K 0.26%
2,388
+576
1
2
3 4 5