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
576
$15K ﹤0.01%
15
-15
577
$15K ﹤0.01%
765
+55
578
$15K ﹤0.01%
54
579
$14K ﹤0.01%
+528
580
$14K ﹤0.01%
66
+4
581
$14K ﹤0.01%
330
582
$14K ﹤0.01%
963
+17
583
$14K ﹤0.01%
595
584
$14K ﹤0.01%
223
585
$14K ﹤0.01%
+1,000
586
$14K ﹤0.01%
4,175
587
$14K ﹤0.01%
191
588
$13K ﹤0.01%
607
589
$13K ﹤0.01%
140
590
$13K ﹤0.01%
400
-7,128
591
$13K ﹤0.01%
114
-1,600
592
$13K ﹤0.01%
323
593
$13K ﹤0.01%
175
594
$13K ﹤0.01%
296
+21
595
$13K ﹤0.01%
572
596
$13K ﹤0.01%
62
597
$13K ﹤0.01%
411
598
$12K ﹤0.01%
150
599
$12K ﹤0.01%
+164
600
$12K ﹤0.01%
277
-99
22 23
24
25 26