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
576
$8K ﹤0.01%
146
577
$8K ﹤0.01%
905
+25
578
$8K ﹤0.01%
+377
579
$8K ﹤0.01%
145
+5
580
$8K ﹤0.01%
63
+6
581
$8K ﹤0.01%
10
+8
582
$8K ﹤0.01%
53
-14
583
$8K ﹤0.01%
157
-196
584
$7K ﹤0.01%
+184
585
$7K ﹤0.01%
75
-17
586
$7K ﹤0.01%
2,825
587
$7K ﹤0.01%
190
588
$7K ﹤0.01%
1,523
-659
589
$7K ﹤0.01%
969
-394
590
$7K ﹤0.01%
186
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591
$7K ﹤0.01%
63
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592
$7K ﹤0.01%
560
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593
$7K ﹤0.01%
140
-44
594
$7K ﹤0.01%
432
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595
$7K ﹤0.01%
+269
596
$7K ﹤0.01%
+3
597
$7K ﹤0.01%
100
-20
598
$7K ﹤0.01%
1,473
599
$7K ﹤0.01%
40
-136
600
$7K ﹤0.01%
23
-6
22 23
24
25 26