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
701
$3K ﹤0.01%
62
702
$3K ﹤0.01%
625
703
$2K ﹤0.01%
25
704
$2K ﹤0.01%
72
+4
705
$2K ﹤0.01%
23
-15
706
$2K ﹤0.01%
137
707
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48
708
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20
709
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31
710
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+126
711
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22
712
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164
+1
713
$2K ﹤0.01%
38
714
$2K ﹤0.01%
31
715
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99
716
$2K ﹤0.01%
28
717
$2K ﹤0.01%
20
718
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150
719
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720
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26
721
$2K ﹤0.01%
130
722
$2K ﹤0.01%
4
723
$2K ﹤0.01%
137
724
$2K ﹤0.01%
53
725
$2K ﹤0.01%
48
-17
27 28
29
30 31