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
$324M
AUM Growth
+$39.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,087
New
Increased
Reduced
Closed

Top Buys

1
+$9.95M
2
+$4.92M
3
+$1.69M
4
AMZN icon
Amazon
AMZN
+$1.13M
5
SWKS icon
Skyworks Solutions
SWKS
+$628K

Top Sells

1
+$3.14M
2
+$2.55M
3
+$2.23M
4
YUM icon
Yum! Brands
YUM
+$1.44M
5
MSFT icon
Microsoft
MSFT
+$703K

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
601
$12K ﹤0.01%
+200
602
$12K ﹤0.01%
33
-115
603
$12K ﹤0.01%
397
+2
604
$12K ﹤0.01%
150
605
$12K ﹤0.01%
+164
606
$12K ﹤0.01%
+125
607
$12K ﹤0.01%
80
+24
608
$12K ﹤0.01%
415
609
$12K ﹤0.01%
273
-1,005
610
$12K ﹤0.01%
60
+11
611
$12K ﹤0.01%
212
+10
612
$12K ﹤0.01%
100
613
$11K ﹤0.01%
+1,000
614
$11K ﹤0.01%
+33
615
$11K ﹤0.01%
93
+87
616
$11K ﹤0.01%
210
-700
617
$11K ﹤0.01%
500
618
$11K ﹤0.01%
50
-75
619
$11K ﹤0.01%
2,825
620
$11K ﹤0.01%
704
621
$11K ﹤0.01%
39
622
$10K ﹤0.01%
257
623
$10K ﹤0.01%
25
-28
624
$10K ﹤0.01%
114
+68
625
$10K ﹤0.01%
201
23 24
25
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