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
501
$16K 0.01%
+301
502
$16K 0.01%
+725
503
$16K 0.01%
300
504
$16K 0.01%
175
+169
505
$16K 0.01%
+921
506
$16K 0.01%
+492
507
$16K 0.01%
113
+106
508
$15K ﹤0.01%
2,562
-359
509
$15K ﹤0.01%
320
-126
510
$15K ﹤0.01%
250
-366
511
$15K ﹤0.01%
261
+1
512
$15K ﹤0.01%
96
513
$14K ﹤0.01%
261
514
$14K ﹤0.01%
276
+200
515
$14K ﹤0.01%
800
516
$14K ﹤0.01%
162
-39
517
$14K ﹤0.01%
300
518
$14K ﹤0.01%
233
519
$14K ﹤0.01%
759
+177
520
$14K ﹤0.01%
200
521
$13K ﹤0.01%
240
522
$13K ﹤0.01%
+335
523
$13K ﹤0.01%
+200
524
$13K ﹤0.01%
1,296
525
$13K ﹤0.01%
293
-233
19 20
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