PMFA

Plante Moran Financial Advisors Portfolio holdings

AUM $1.55B
1-Year Est. Return 17.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.93%
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
+$9.95M
2
+$4.92M
3
+$1.69M
4
AMZN icon
Amazon
AMZN
+$1.13M
5
SWKS icon
Skyworks Solutions
SWKS
+$628K

Top Sells

1
+$3.14M
2
+$2.55M
3
+$2.23M
4
YUM icon
Yum! Brands
YUM
+$1.44M
5
MSFT icon
Microsoft
MSFT
+$703K

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%
+55
764
$2K ﹤0.01%
41
-1
765
$2K ﹤0.01%
49
766
$2K ﹤0.01%
68
767
$2K ﹤0.01%
+8
768
$2K ﹤0.01%
56
769
$2K ﹤0.01%
+100
770
$2K ﹤0.01%
+85
771
$2K ﹤0.01%
+51
772
$2K ﹤0.01%
+21
773
$2K ﹤0.01%
31
774
$2K ﹤0.01%
28
775
$2K ﹤0.01%
36
-663
29 30
31
32 33