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
501
$16K ﹤0.01%
+328
502
$16K ﹤0.01%
42
503
$16K ﹤0.01%
282
-31
504
$16K ﹤0.01%
175
505
$16K ﹤0.01%
+164
506
$16K ﹤0.01%
921
507
$15K ﹤0.01%
+200
508
$15K ﹤0.01%
120
+96
509
$15K ﹤0.01%
120
-869
510
$15K ﹤0.01%
16
511
$15K ﹤0.01%
+477
512
$15K ﹤0.01%
240
513
$15K ﹤0.01%
567
514
$15K ﹤0.01%
307
+6
515
$15K ﹤0.01%
300
516
$15K ﹤0.01%
90
517
$15K ﹤0.01%
96
518
$15K ﹤0.01%
354
+92
519
$14K ﹤0.01%
+232
520
$14K ﹤0.01%
261
521
$14K ﹤0.01%
+929
522
$14K ﹤0.01%
+558
523
$14K ﹤0.01%
232
-18
524
$14K ﹤0.01%
162
525
$14K ﹤0.01%
+304
19 20
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