PMFA

Plante Moran Financial Advisors Portfolio holdings

AUM $1.58B
1-Year Est. Return 17.01%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.01%
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
701
$5K ﹤0.01%
17
-50
702
$5K ﹤0.01%
+100
703
$5K ﹤0.01%
40
704
$5K ﹤0.01%
+31
705
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73
-96
706
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10
-2
707
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70
708
$5K ﹤0.01%
+1,000
709
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+100
710
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25
711
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450
712
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+126
713
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15
714
$4K ﹤0.01%
+111
715
$4K ﹤0.01%
1,698
+300
716
$4K ﹤0.01%
18
717
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200
-1,025
718
$4K ﹤0.01%
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719
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69
720
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13
-100
721
$4K ﹤0.01%
+95
722
$4K ﹤0.01%
+292
723
$4K ﹤0.01%
+25
724
$4K ﹤0.01%
36
725
$4K ﹤0.01%
+79
27 28
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