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
$325M
AUM Growth
+$2.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
874
New
Increased
Reduced
Closed

Top Buys

1
+$2.08M
2
+$1.87M
3
+$1.24M
4
MAN icon
ManpowerGroup
MAN
+$1.05M
5
PG icon
Procter & Gamble
PG
+$725K

Top Sells

1
+$10.5M
2
+$2.66M
3
+$1.72M
4
YUM icon
Yum! Brands
YUM
+$1.44M
5
VPL icon
Vanguard FTSE Pacific ETF
VPL
+$1.06M

Sector Composition

1 Consumer Staples 19.98%
2 Consumer Discretionary 13.39%
3 Healthcare 11.91%
4 Utilities 7.29%
5 Technology 5.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$1K ﹤0.01%
40
752
$1K ﹤0.01%
68
753
$1K ﹤0.01%
+31
754
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+35
755
$1K ﹤0.01%
105
756
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25
757
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77
-700
758
$1K ﹤0.01%
+13
759
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28
760
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49
-1,025
761
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150
762
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15
-157
763
$1K ﹤0.01%
137
764
$1K ﹤0.01%
+9
765
$1K ﹤0.01%
+21
766
$1K ﹤0.01%
40
-5
767
$1K ﹤0.01%
+10
768
$1K ﹤0.01%
404
769
$1K ﹤0.01%
+4
770
$1K ﹤0.01%
35
771
$1K ﹤0.01%
17
772
– –
-162
773
– –
-380
774
$0 ﹤0.01%
23
775
– –
-750
29 30
31
32 33