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
601
$12K ﹤0.01%
251
+63
602
$12K ﹤0.01%
1,050
-534
603
$12K ﹤0.01%
+200
604
$12K ﹤0.01%
33
-115
605
$12K ﹤0.01%
397
+2
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%
2,825
614
$11K ﹤0.01%
39
615
$11K ﹤0.01%
+1,000
616
$11K ﹤0.01%
+33
617
$11K ﹤0.01%
93
+87
618
$11K ﹤0.01%
21
-70
619
$11K ﹤0.01%
500
620
$11K ﹤0.01%
50
-75
621
$11K ﹤0.01%
704
622
$10K ﹤0.01%
114
+68
623
$10K ﹤0.01%
257
624
$10K ﹤0.01%
25
-28
625
$10K ﹤0.01%
201
23 24
25
26 27