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
151
$231K 0.07%
1,041
+450
152
$224K 0.07%
3,612
153
$223K 0.07%
25,400
154
$216K 0.07%
793
+4
155
$216K 0.07%
1,038
-127
156
$215K 0.07%
2,922
157
$214K 0.07%
+9,000
158
$213K 0.07%
4,217
+3
159
$213K 0.07%
9,797
+121
160
$213K 0.07%
1,807
+230
161
$211K 0.07%
3,400
162
$210K 0.06%
3,730
163
$206K 0.06%
1,635
+12
164
$204K 0.06%
4,969
+1,139
165
$202K 0.06%
16,019
166
$202K 0.06%
2,222
+500
167
$201K 0.06%
2,947
+105
168
$200K 0.06%
5,000
169
$199K 0.06%
2,001
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170
$198K 0.06%
426
+115
171
$196K 0.06%
18,714
172
$195K 0.06%
2,032
-160
173
$193K 0.06%
18,012
174
$191K 0.06%
5,652
-2,743
175
$190K 0.06%
1,181
-894
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