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
476
$20K 0.01%
550
-297
477
$20K 0.01%
+659
478
$20K 0.01%
292
479
$20K 0.01%
108
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480
$20K 0.01%
497
481
$19K 0.01%
235
+2
482
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49
483
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229
484
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285
+2
485
$19K 0.01%
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486
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420
487
$18K 0.01%
113
-36
488
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489
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490
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2,000
491
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492
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268
493
$17K 0.01%
474
+3
494
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1,317
495
$17K 0.01%
1,059
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496
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261
497
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813
498
$17K 0.01%
495
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499
$17K 0.01%
100
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500
$16K ﹤0.01%
1,147
-1,300
18 19
20
21 22