PMFA

Plante Moran Financial Advisors Portfolio holdings

AUM $1.55B
1-Year Est. Return 17.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.93%
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
+$9.95M
2
+$4.92M
3
+$1.69M
4
AMZN icon
Amazon
AMZN
+$1.13M
5
SWKS icon
Skyworks Solutions
SWKS
+$628K

Top Sells

1
+$3.14M
2
+$2.55M
3
+$2.23M
4
YUM icon
Yum! Brands
YUM
+$1.44M
5
MSFT icon
Microsoft
MSFT
+$703K

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
676
$6K ﹤0.01%
+42
677
$6K ﹤0.01%
126
-24
678
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16
-75
679
$6K ﹤0.01%
146
680
$6K ﹤0.01%
109
-1,201
681
$6K ﹤0.01%
2,000
682
$6K ﹤0.01%
+55
683
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219
684
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120
685
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43
686
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+140
687
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317
688
$6K ﹤0.01%
+29
689
$6K ﹤0.01%
64
690
$6K ﹤0.01%
+43
691
$5K ﹤0.01%
+205
692
$5K ﹤0.01%
+2,000
693
$5K ﹤0.01%
100
694
$5K ﹤0.01%
220
-8,600
695
$5K ﹤0.01%
+123
696
$5K ﹤0.01%
76
697
$5K ﹤0.01%
146
698
$5K ﹤0.01%
+66
699
$5K ﹤0.01%
17
-50
700
$5K ﹤0.01%
+100
26 27
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