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
651
$8K ﹤0.01%
45
652
$8K ﹤0.01%
72
+65
653
$8K ﹤0.01%
142
654
$8K ﹤0.01%
74
+26
655
$8K ﹤0.01%
165
-464
656
$8K ﹤0.01%
329
657
$8K ﹤0.01%
245
658
$8K ﹤0.01%
25
-20
659
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500
-500
660
$8K ﹤0.01%
105
661
$7K ﹤0.01%
100
662
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663
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172
-1
664
$7K ﹤0.01%
71
665
$7K ﹤0.01%
101
666
$7K ﹤0.01%
300
667
$7K ﹤0.01%
111
668
$7K ﹤0.01%
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669
$7K ﹤0.01%
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670
$7K ﹤0.01%
99
671
$7K ﹤0.01%
110
672
$7K ﹤0.01%
+166
673
$7K ﹤0.01%
+492
674
$7K ﹤0.01%
135
675
$6K ﹤0.01%
146
25 26
27
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