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
551
$10K ﹤0.01%
203
552
$10K ﹤0.01%
510
553
$10K ﹤0.01%
+432
554
$10K ﹤0.01%
+400
555
$10K ﹤0.01%
265
+5
556
$10K ﹤0.01%
134
557
$10K ﹤0.01%
+100
558
$9K ﹤0.01%
528
559
$9K ﹤0.01%
135
560
$9K ﹤0.01%
236
-1,400
561
$9K ﹤0.01%
316
-291
562
$9K ﹤0.01%
188
563
$9K ﹤0.01%
112
564
$9K ﹤0.01%
+97
565
$9K ﹤0.01%
777
+700
566
$9K ﹤0.01%
323
567
$9K ﹤0.01%
730
568
$9K ﹤0.01%
266
+12
569
$8K ﹤0.01%
+125
570
$8K ﹤0.01%
109
571
$8K ﹤0.01%
227
-14
572
$8K ﹤0.01%
+450
573
$8K ﹤0.01%
133
574
$8K ﹤0.01%
161
-93
575
$8K ﹤0.01%
50
-50
21 22
23
24 25