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
476
$20K 0.01%
+1,500
477
$19K 0.01%
146
-157
478
$19K 0.01%
749
+461
479
$19K 0.01%
330
-104
480
$19K 0.01%
845
+645
481
$19K 0.01%
292
-952
482
$18K 0.01%
600
483
$18K 0.01%
74
484
$18K 0.01%
+233
485
$18K 0.01%
100
486
$18K 0.01%
+229
487
$18K 0.01%
42
+2
488
$18K 0.01%
313
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489
$18K 0.01%
+2,000
490
$18K 0.01%
309
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491
$17K 0.01%
+471
492
$17K 0.01%
1,317
493
$17K 0.01%
+460
494
$17K 0.01%
16
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495
$17K 0.01%
49
-24
496
$17K 0.01%
813
497
$17K 0.01%
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498
$17K 0.01%
420
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499
$17K 0.01%
223
500
$17K 0.01%
268
-32
18 19
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