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
651
$5K ﹤0.01%
418
-142
652
$5K ﹤0.01%
+74
653
$5K ﹤0.01%
74
-2
654
$5K ﹤0.01%
200
655
$5K ﹤0.01%
153
656
$5K ﹤0.01%
100
657
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349
-83
658
$5K ﹤0.01%
92
659
$5K ﹤0.01%
179
660
$4K ﹤0.01%
35
-5
661
$4K ﹤0.01%
202
662
$4K ﹤0.01%
166
663
$4K ﹤0.01%
71
664
$4K ﹤0.01%
61
665
$4K ﹤0.01%
240
666
$4K ﹤0.01%
+192
667
$4K ﹤0.01%
+63
668
$4K ﹤0.01%
275
-10
669
$4K ﹤0.01%
+75
670
$4K ﹤0.01%
111
671
$4K ﹤0.01%
69
672
$4K ﹤0.01%
105
673
$4K ﹤0.01%
797
-155
674
$4K ﹤0.01%
26
675
$4K ﹤0.01%
+66
25 26
27
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