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
551
$18K 0.01%
+1,700
552
$18K 0.01%
+175
553
$18K 0.01%
+400
554
$18K 0.01%
2,062
555
$17K 0.01%
477
556
$17K 0.01%
452
557
$17K 0.01%
66
+6
558
$17K 0.01%
5,932
559
$17K 0.01%
500
560
$17K 0.01%
100
-175
561
$16K ﹤0.01%
30
-795
562
$16K ﹤0.01%
1,022
563
$16K ﹤0.01%
+900
564
$16K ﹤0.01%
137
+7
565
$16K ﹤0.01%
554
+251
566
$16K ﹤0.01%
74
567
$16K ﹤0.01%
80
-120
568
$16K ﹤0.01%
+183
569
$15K ﹤0.01%
+400
570
$15K ﹤0.01%
156
571
$15K ﹤0.01%
26
+3
572
$15K ﹤0.01%
550
-7,950
573
$15K ﹤0.01%
200
574
$15K ﹤0.01%
+167
575
$15K ﹤0.01%
1,250
21 22
23
24 25