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
676
$6K ﹤0.01%
109
-1,201
677
$6K ﹤0.01%
2,000
678
$6K ﹤0.01%
+55
679
$6K ﹤0.01%
219
680
$6K ﹤0.01%
120
681
$6K ﹤0.01%
43
682
$6K ﹤0.01%
+140
683
$6K ﹤0.01%
317
684
$6K ﹤0.01%
+147
685
$6K ﹤0.01%
+42
686
$6K ﹤0.01%
126
-24
687
$6K ﹤0.01%
16
-75
688
$6K ﹤0.01%
+29
689
$6K ﹤0.01%
64
690
$6K ﹤0.01%
+43
691
$5K ﹤0.01%
+1,000
692
$5K ﹤0.01%
+205
693
$5K ﹤0.01%
+2,000
694
$5K ﹤0.01%
100
695
$5K ﹤0.01%
220
-8,600
696
$5K ﹤0.01%
+123
697
$5K ﹤0.01%
76
698
$5K ﹤0.01%
146
699
$5K ﹤0.01%
+66
700
$5K ﹤0.01%
17
-50
26 27
28
29 30