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
526
$21K 0.01%
123
-36
527
$21K 0.01%
553
+8
528
$21K 0.01%
292
529
$20K 0.01%
+350
530
$20K 0.01%
594
-440
531
$20K 0.01%
94
-1,285
532
$20K 0.01%
265
+1
533
$20K 0.01%
269
534
$20K 0.01%
69
-529
535
$20K 0.01%
+450
536
$20K 0.01%
93
537
$19K 0.01%
50
-21
538
$19K 0.01%
854
539
$19K 0.01%
+814
540
$19K 0.01%
+200
541
$19K 0.01%
568
+17
542
$19K 0.01%
127
543
$19K 0.01%
129
544
$19K 0.01%
430
545
$19K 0.01%
1,135
546
$18K 0.01%
+200
547
$18K 0.01%
99
548
$18K 0.01%
+500
549
$18K 0.01%
528
550
$18K 0.01%
+700
20 21
22
23 24