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
626
$10K ﹤0.01%
1,300
627
$10K ﹤0.01%
389
+139
628
$10K ﹤0.01%
141
629
$10K ﹤0.01%
265
630
$10K ﹤0.01%
79
631
$10K ﹤0.01%
57
-307
632
$10K ﹤0.01%
+250
633
$10K ﹤0.01%
450
634
$10K ﹤0.01%
290
635
$9K ﹤0.01%
280
636
$9K ﹤0.01%
1,400
637
$9K ﹤0.01%
4
-13
638
$9K ﹤0.01%
+262
639
$9K ﹤0.01%
130
+56
640
$9K ﹤0.01%
+69
641
$9K ﹤0.01%
198
642
$9K ﹤0.01%
65
643
$9K ﹤0.01%
300
-11,760
644
$9K ﹤0.01%
31
645
$9K ﹤0.01%
+94
646
$8K ﹤0.01%
+65
647
$8K ﹤0.01%
100
648
$8K ﹤0.01%
82
+61
649
$8K ﹤0.01%
+1,000
650
$8K ﹤0.01%
97
24 25
26
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