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
751
$3K ﹤0.01%
37
+3
752
$3K ﹤0.01%
+592
753
$3K ﹤0.01%
+45
754
$3K ﹤0.01%
20
755
$3K ﹤0.01%
+11
756
$3K ﹤0.01%
336
757
$3K ﹤0.01%
37
-11
758
$3K ﹤0.01%
79
759
$3K ﹤0.01%
157
760
$3K ﹤0.01%
20
-35
761
$3K ﹤0.01%
204
762
$2K ﹤0.01%
+130
763
$2K ﹤0.01%
15
764
$2K ﹤0.01%
+5
765
$2K ﹤0.01%
+55
766
$2K ﹤0.01%
41
-1
767
$2K ﹤0.01%
49
768
$2K ﹤0.01%
68
769
$2K ﹤0.01%
+8
770
$2K ﹤0.01%
56
771
$2K ﹤0.01%
+100
772
$2K ﹤0.01%
+85
773
$2K ﹤0.01%
+51
774
$2K ﹤0.01%
+21
775
$2K ﹤0.01%
31
29 30
31
32 33