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
+$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
851
$1K ﹤0.01%
+6
852
$1K ﹤0.01%
318
-182
853
$1K ﹤0.01%
40
854
$1K ﹤0.01%
2
855
$1K ﹤0.01%
50
856
$1K ﹤0.01%
10
857
$1K ﹤0.01%
+15
858
$1K ﹤0.01%
+9
859
$1K ﹤0.01%
61
+6
860
$1K ﹤0.01%
+85
861
$1K ﹤0.01%
+18
862
$1K ﹤0.01%
+31
863
$1K ﹤0.01%
47
-195
864
$1K ﹤0.01%
+23
865
$1K ﹤0.01%
+10
866
$1K ﹤0.01%
+16
867
$1K ﹤0.01%
404
868
$1K ﹤0.01%
69
869
$1K ﹤0.01%
+17
870
$1K ﹤0.01%
+150
871
$1K ﹤0.01%
45
-22
872
$1K ﹤0.01%
+21
873
– –
-80
874
– –
-61
875
– –
-36
33 34
35
36 37