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
676
$3K ﹤0.01%
1,000
677
$3K ﹤0.01%
60
-46
678
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56
679
$3K ﹤0.01%
313
+71
680
$3K ﹤0.01%
192
681
$3K ﹤0.01%
18
682
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37
683
$3K ﹤0.01%
165
684
$3K ﹤0.01%
13
685
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59
686
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26
687
$3K ﹤0.01%
156
-162
688
$3K ﹤0.01%
100
689
$3K ﹤0.01%
17
690
$3K ﹤0.01%
500
691
$3K ﹤0.01%
42
692
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34
+5
693
$3K ﹤0.01%
18
694
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37
-291
695
$3K ﹤0.01%
34
696
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79
697
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200
698
$3K ﹤0.01%
200
699
$3K ﹤0.01%
24
-29
700
$3K ﹤0.01%
+1,000
26 27
28
29 30