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
701
$5K ﹤0.01%
+100
702
$5K ﹤0.01%
20
703
$5K ﹤0.01%
435
-875
704
$5K ﹤0.01%
40
705
$5K ﹤0.01%
+31
706
$5K ﹤0.01%
73
-96
707
$5K ﹤0.01%
10
-2
708
$5K ﹤0.01%
70
709
$4K ﹤0.01%
25
710
$4K ﹤0.01%
450
711
$4K ﹤0.01%
+126
712
$4K ﹤0.01%
15
713
$4K ﹤0.01%
+111
714
$4K ﹤0.01%
+15
715
$4K ﹤0.01%
1,698
+300
716
$4K ﹤0.01%
+100
717
$4K ﹤0.01%
18
718
$4K ﹤0.01%
200
-1,025
719
$4K ﹤0.01%
+55
720
$4K ﹤0.01%
69
721
$4K ﹤0.01%
13
-100
722
$4K ﹤0.01%
+95
723
$4K ﹤0.01%
+292
724
$4K ﹤0.01%
+25
725
$4K ﹤0.01%
36
27 28
29
30 31