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
476
$25K 0.01%
129
-255
477
$25K 0.01%
460
+4
478
$25K 0.01%
827
479
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+675
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146
481
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549
482
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307
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483
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713
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484
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418
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485
$25K 0.01%
+765
486
$24K 0.01%
2,033
487
$24K 0.01%
+2,208
488
$24K 0.01%
638
-600
489
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-1
490
$24K 0.01%
414
491
$24K 0.01%
1,650
+40
492
$24K 0.01%
400
493
$24K 0.01%
447
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494
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495
$24K 0.01%
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496
$24K 0.01%
146
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497
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498
$23K 0.01%
696
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499
$23K 0.01%
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-25
500
$23K 0.01%
534
+24
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