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
51
$835K 0.26%
4,291
-106
52
$826K 0.26%
11,315
+198
53
$826K 0.26%
14,632
54
$804K 0.25%
2,253
-256
55
$776K 0.24%
2,195
-1,249
56
$765K 0.24%
13,028
+7,625
57
$704K 0.22%
8,331
-1,945
58
$684K 0.21%
12,364
-288
59
$680K 0.21%
4,445
+4,288
60
$673K 0.21%
3,145
+1,178
61
$665K 0.21%
4,861
62
$654K 0.2%
7,579
+2,161
63
$634K 0.2%
2,697
-489
64
$625K 0.19%
5,192
-406
65
$623K 0.19%
2,279
+1,243
66
$622K 0.19%
5,263
+548
67
$616K 0.19%
2,870
-388
68
$609K 0.19%
6,630
+1,088
69
$599K 0.19%
45,880
+25,280
70
$576K 0.18%
4,838
-130
71
$564K 0.17%
10,283
+144
72
$556K 0.17%
2,625
+86
73
$545K 0.17%
11,352
-1,800
74
$537K 0.17%
7,858
+3,138
75
$535K 0.17%
1,421
-642
1 2
3
4 5