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
726
$4K ﹤0.01%
+79
727
$4K ﹤0.01%
+664
728
$4K ﹤0.01%
8
729
$4K ﹤0.01%
59
730
$4K ﹤0.01%
25
+16
731
$4K ﹤0.01%
126
732
$4K ﹤0.01%
34
733
$4K ﹤0.01%
132
734
$3K ﹤0.01%
+66
735
$3K ﹤0.01%
+147
736
$3K ﹤0.01%
+25
737
$3K ﹤0.01%
38
738
$3K ﹤0.01%
+170
739
$3K ﹤0.01%
1,000
-2,000
740
$3K ﹤0.01%
78
+33
741
$3K ﹤0.01%
+28
742
$3K ﹤0.01%
954
743
$3K ﹤0.01%
28
+6
744
$3K ﹤0.01%
8
+2
745
$3K ﹤0.01%
14
746
$3K ﹤0.01%
239
747
$3K ﹤0.01%
143
+42
748
$3K ﹤0.01%
20
749
$3K ﹤0.01%
+20
750
$3K ﹤0.01%
22
-8
28 29
30
31 32