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
126
$294K 0.09%
2,594
+2
127
$282K 0.09%
2,589
+221
128
$279K 0.09%
5,175
-3,214
129
$279K 0.09%
2,540
-236
130
$277K 0.09%
3,027
131
$276K 0.09%
3,536
+3,200
132
$270K 0.08%
1,550
133
$270K 0.08%
1,955
-2
134
$263K 0.08%
4,493
-104
135
$260K 0.08%
1,000
136
$255K 0.08%
2,121
+32
137
$253K 0.08%
9,950
138
$251K 0.08%
+3,216
139
$250K 0.08%
1,177
+620
140
$249K 0.08%
4,382
141
$248K 0.08%
16,356
-156,480
142
$247K 0.08%
871
143
$242K 0.07%
15,350
144
$240K 0.07%
2,885
145
$239K 0.07%
16,403
+1,137
146
$234K 0.07%
2,592
147
$232K 0.07%
11,858
+9,850
148
$232K 0.07%
3,454
149
$232K 0.07%
740
+300
150
$231K 0.07%
5,737
-596
4 5
6
7 8