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
626
$5K ﹤0.01%
164
-24
627
$5K ﹤0.01%
228
628
$5K ﹤0.01%
66
629
$5K ﹤0.01%
166
630
$5K ﹤0.01%
56
631
$5K ﹤0.01%
+101
632
$5K ﹤0.01%
+125
633
$5K ﹤0.01%
21
634
$5K ﹤0.01%
+66
635
$5K ﹤0.01%
952
636
$5K ﹤0.01%
12
637
$5K ﹤0.01%
100
638
$5K ﹤0.01%
1,050
639
$5K ﹤0.01%
250
640
$5K ﹤0.01%
43
+2
641
$5K ﹤0.01%
157
642
$5K ﹤0.01%
200
643
$5K ﹤0.01%
153
644
$5K ﹤0.01%
100
-27
645
$5K ﹤0.01%
92
646
$5K ﹤0.01%
105
647
$4K ﹤0.01%
58
-74
648
$4K ﹤0.01%
71
649
$4K ﹤0.01%
61
650
$4K ﹤0.01%
240
24 25
26
27 28