PMFA

Plante Moran Financial Advisors Portfolio holdings

AUM $1.58B
1-Year Est. Return 17.01%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$135M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
606
New
Increased
Reduced
Closed

Top Buys

1 +$68M
2 +$5.34M
3 +$3.54M
4
GRPN icon
Groupon
GRPN
+$3.38M
5
PEP icon
PepsiCo
PEP
+$3.37M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 7.99%
2 Technology 6.65%
3 Healthcare 6.51%
4 Industrials 6.16%
5 Communication Services 5.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
576
$1K ﹤0.01%
+26
577
$1K ﹤0.01%
+28
578
$1K ﹤0.01%
+29
579
$1K ﹤0.01%
+133
580
$1K ﹤0.01%
+23
581
$1K ﹤0.01%
+90
582
$1K ﹤0.01%
+15
583
$1K ﹤0.01%
+63
584
$1K ﹤0.01%
+100
585
$1K ﹤0.01%
+175
586
0
587
$1K ﹤0.01%
+39
588
$0 ﹤0.01%
+2
589
$0 ﹤0.01%
+70
590
$0 ﹤0.01%
+8
591
$0 ﹤0.01%
+24
592
$0 ﹤0.01%
+150
593
0
594
$0 ﹤0.01%
+70
595
$0 ﹤0.01%
+14
596
$0 ﹤0.01%
+11
597
$0 ﹤0.01%
+3
598
$0 ﹤0.01%
+13
599
$0 ﹤0.01%
+21
600
$0 ﹤0.01%
+20