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
526
$14K ﹤0.01%
233
527
$14K ﹤0.01%
+170
528
$14K ﹤0.01%
+2,664
529
$14K ﹤0.01%
100
-13
530
$13K ﹤0.01%
800
531
$13K ﹤0.01%
+498
532
$13K ﹤0.01%
345
+10
533
$13K ﹤0.01%
1,296
534
$13K ﹤0.01%
5,155
535
$12K ﹤0.01%
58
+3
536
$12K ﹤0.01%
2,147
-415
537
$12K ﹤0.01%
+75
538
$12K ﹤0.01%
+30
539
$12K ﹤0.01%
300
540
$12K ﹤0.01%
+367
541
$12K ﹤0.01%
933
+626
542
$12K ﹤0.01%
90
543
$12K ﹤0.01%
214
-815
544
$12K ﹤0.01%
127
545
$12K ﹤0.01%
+239
546
$12K ﹤0.01%
200
547
$12K ﹤0.01%
202
-4
548
$11K ﹤0.01%
377
549
$11K ﹤0.01%
53
-2
550
$11K ﹤0.01%
323
20 21
22
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