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
$325M
AUM Growth
+$2.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
874
New
Increased
Reduced
Closed

Top Buys

1
+$2.08M
2
+$1.87M
3
+$1.24M
4
MAN icon
ManpowerGroup
MAN
+$1.05M
5
PG icon
Procter & Gamble
PG
+$725K

Top Sells

1
+$10.5M
2
+$2.66M
3
+$1.72M
4
YUM icon
Yum! Brands
YUM
+$1.44M
5
VPL icon
Vanguard FTSE Pacific ETF
VPL
+$1.06M

Sector Composition

1 Consumer Staples 19.98%
2 Consumer Discretionary 13.39%
3 Healthcare 11.91%
4 Utilities 7.29%
5 Technology 5.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$7K ﹤0.01%
+1,799
602
$7K ﹤0.01%
97
603
$7K ﹤0.01%
114
604
$7K ﹤0.01%
139
-22
605
$7K ﹤0.01%
2,825
606
$7K ﹤0.01%
150
-36
607
$7K ﹤0.01%
298
608
$7K ﹤0.01%
269
609
$6K ﹤0.01%
164
610
$6K ﹤0.01%
100
611
$6K ﹤0.01%
450
612
$6K ﹤0.01%
38
613
$6K ﹤0.01%
101
614
$6K ﹤0.01%
66
615
$6K ﹤0.01%
1,429
616
$6K ﹤0.01%
92
-6
617
$6K ﹤0.01%
124
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618
$6K ﹤0.01%
21
619
$6K ﹤0.01%
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620
$6K ﹤0.01%
280
-36
621
$6K ﹤0.01%
66
622
$6K ﹤0.01%
+150
623
$6K ﹤0.01%
133
-30
624
$6K ﹤0.01%
+316
625
$6K ﹤0.01%
123
-10
23 24
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