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
76
$531K 0.16%
11,402
+10,300
77
$523K 0.16%
9,985
-7,441
78
$515K 0.16%
2,294
+1,732
79
$504K 0.16%
7,052
+4,262
80
$492K 0.15%
7,591
+7,041
81
$490K 0.15%
2,133
-598
82
$482K 0.15%
8,248
+92
83
$479K 0.15%
3,297
+2,734
84
$476K 0.15%
54,208
-22,953
85
$463K 0.14%
2,179
-456
86
$460K 0.14%
5,964
-1,676
87
$454K 0.14%
2,145
+2,070
88
$449K 0.14%
898
-235
89
$441K 0.14%
6,916
-1,008
90
$439K 0.14%
6,781
-637
91
$439K 0.14%
1,044
+171
92
$439K 0.14%
4,947
+95
93
$431K 0.13%
9,630
+3,310
94
$430K 0.13%
2,620
-223
95
$425K 0.13%
6,856
+3,484
96
$411K 0.13%
2,036
-88
97
$406K 0.13%
9,842
98
$404K 0.12%
18,581
+4,356
99
$401K 0.12%
2,620
-232
100
$398K 0.12%
4,805
+306
2 3
4
5 6