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
626
$6K ﹤0.01%
58
-17
627
$6K ﹤0.01%
405
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628
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+25
629
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250
630
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786
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631
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+1
632
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52
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635
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636
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-40
637
$5K ﹤0.01%
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638
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50
-6
639
$5K ﹤0.01%
+63
640
$5K ﹤0.01%
195
641
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106
642
$5K ﹤0.01%
250
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643
$5K ﹤0.01%
+57
644
$5K ﹤0.01%
51
645
$5K ﹤0.01%
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646
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12
647
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100
648
$5K ﹤0.01%
120
649
$5K ﹤0.01%
415
650
$5K ﹤0.01%
294
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24 25
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