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
$322M
AUM Growth
+$35.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,012
New
Increased
Reduced
Closed

Top Buys

1
+$2.52M
2
+$1.9M
3
+$1.11M
4
MAN icon
ManpowerGroup
MAN
+$495K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$438K

Top Sells

1
+$1.85M
2
+$1.49M
3
+$1.16M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.03M
5
YUM icon
Yum! Brands
YUM
+$920K

Sector Composition

1 Consumer Staples 19.41%
2 Consumer Discretionary 13.04%
3 Healthcare 11.64%
4 Utilities 7.1%
5 Technology 5.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$247K 0.08%
1,722
127
$245K 0.08%
2,748
+1,112
128
$245K 0.08%
1,450
-3
129
$243K 0.08%
1,873
130
$243K 0.08%
4,380
+1
131
$235K 0.07%
11,936
132
$231K 0.07%
3,410
133
$229K 0.07%
1,953
-5
134
$229K 0.07%
1,690
-1
135
$225K 0.07%
2,100
136
$220K 0.07%
5,320
-26
137
$219K 0.07%
10,337
138
$218K 0.07%
8,470
+1,836
139
$217K 0.07%
11,640
140
$213K 0.07%
2,906
-1,000
141
$211K 0.07%
1,260
142
$208K 0.06%
3,994
-5,738
143
$207K 0.06%
3,563
+743
144
$207K 0.06%
3,099
+323
145
$206K 0.06%
6,000
146
$202K 0.06%
5,093
+65
147
$201K 0.06%
3,005
-512
148
$201K 0.06%
6,130
-1,000
149
$199K 0.06%
19,975
+215
150
$198K 0.06%
2,887
4 5
6
7 8