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
601
$7K ﹤0.01%
+325
602
$7K ﹤0.01%
1,429
603
$7K ﹤0.01%
97
604
$7K ﹤0.01%
+750
605
$7K ﹤0.01%
114
-40
606
$7K ﹤0.01%
163
-97
607
$7K ﹤0.01%
63
+39
608
$7K ﹤0.01%
+200
609
$7K ﹤0.01%
2,213
-1,841
610
$7K ﹤0.01%
164
611
$6K ﹤0.01%
450
612
$6K ﹤0.01%
38
613
$6K ﹤0.01%
66
-18
614
$6K ﹤0.01%
195
-227
615
$6K ﹤0.01%
98
+2
616
$6K ﹤0.01%
128
-21
617
$6K ﹤0.01%
106
618
$6K ﹤0.01%
+240
619
$6K ﹤0.01%
264
620
$6K ﹤0.01%
206
621
$6K ﹤0.01%
285
-109
622
$6K ﹤0.01%
201
+2
623
$6K ﹤0.01%
298
624
$6K ﹤0.01%
+76
625
$6K ﹤0.01%
179
23 24
25
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