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
676
$4K ﹤0.01%
+191
677
$4K ﹤0.01%
+130
678
$4K ﹤0.01%
150
-51
679
$4K ﹤0.01%
34
680
$4K ﹤0.01%
242
681
$4K ﹤0.01%
87
682
$3K ﹤0.01%
+100
683
$3K ﹤0.01%
17
+13
684
$3K ﹤0.01%
228
685
$3K ﹤0.01%
48
686
$3K ﹤0.01%
45
687
$3K ﹤0.01%
+96
688
$3K ﹤0.01%
1,000
689
$3K ﹤0.01%
60
690
$3K ﹤0.01%
+46
691
$3K ﹤0.01%
76
-200
692
$3K ﹤0.01%
239
693
$3K ﹤0.01%
192
694
$3K ﹤0.01%
18
695
$3K ﹤0.01%
+26
696
$3K ﹤0.01%
+28
697
$3K ﹤0.01%
13
698
$3K ﹤0.01%
156
699
$3K ﹤0.01%
100
700
$3K ﹤0.01%
17
26 27
28
29 30