PMFA

Plante Moran Financial Advisors Portfolio holdings

AUM $1.58B
1-Year Est. Return 17.01%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.01%
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
801
$2K ﹤0.01%
45
802
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803
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804
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+10
805
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17
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807
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808
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809
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810
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811
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29
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815
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+11
816
$1K ﹤0.01%
20
817
$1K ﹤0.01%
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818
$1K ﹤0.01%
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819
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820
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821
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822
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+10
823
$1K ﹤0.01%
+6
824
$1K ﹤0.01%
+26
825
$1K ﹤0.01%
+7
31 32
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34 35