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
651
$4K ﹤0.01%
450
-13,758
652
$4K ﹤0.01%
239
653
$4K ﹤0.01%
285
+10
654
$4K ﹤0.01%
+307
655
$4K ﹤0.01%
163
+2
656
$4K ﹤0.01%
187
-15
657
$4K ﹤0.01%
51
658
$4K ﹤0.01%
+144
659
$4K ﹤0.01%
111
660
$4K ﹤0.01%
69
661
$4K ﹤0.01%
28
662
$4K ﹤0.01%
105
663
$4K ﹤0.01%
16
-23
664
$4K ﹤0.01%
120
665
$4K ﹤0.01%
415
666
$4K ﹤0.01%
108
667
$4K ﹤0.01%
59
668
$4K ﹤0.01%
110
+1
669
$4K ﹤0.01%
242
-436
670
$4K ﹤0.01%
+132
671
$4K ﹤0.01%
28
-23
672
$4K ﹤0.01%
87
-45
673
$3K ﹤0.01%
48
674
$3K ﹤0.01%
45
-46
675
$3K ﹤0.01%
202
25 26
27
28 29