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
551
$11K ﹤0.01%
534
552
$11K ﹤0.01%
+223
553
$11K ﹤0.01%
199
554
$11K ﹤0.01%
188
555
$11K ﹤0.01%
432
556
$11K ﹤0.01%
+117
557
$11K ﹤0.01%
510
558
$10K ﹤0.01%
129
559
$10K ﹤0.01%
528
560
$10K ﹤0.01%
219
-101
561
$10K ﹤0.01%
+137
562
$10K ﹤0.01%
188
563
$10K ﹤0.01%
203
564
$10K ﹤0.01%
97
565
$10K ﹤0.01%
3,490
+1,277
566
$10K ﹤0.01%
270
+5
567
$10K ﹤0.01%
+1,100
568
$10K ﹤0.01%
461
-107
569
$10K ﹤0.01%
364
-385
570
$10K ﹤0.01%
730
571
$9K ﹤0.01%
171
-45
572
$9K ﹤0.01%
1,473
573
$9K ﹤0.01%
+83
574
$9K ﹤0.01%
+199
575
$9K ﹤0.01%
+164
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