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
176
$156K 0.05%
951
+12
177
$154K 0.05%
4,646
178
$153K 0.05%
10,800
-200
179
$153K 0.05%
1,340
+784
180
$151K 0.05%
6,100
-30
181
$151K 0.05%
3,900
-275
182
$151K 0.05%
1,382
+68
183
$150K 0.05%
1,374
+98
184
$149K 0.05%
2,343
-135
185
$149K 0.05%
2,897
186
$148K 0.05%
1,420
+222
187
$144K 0.04%
3,500
+2,000
188
$143K 0.04%
862
-136
189
$140K 0.04%
1,329
+344
190
$140K 0.04%
730
+230
191
$138K 0.04%
4,040
192
$135K 0.04%
851
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193
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194
$133K 0.04%
6,444
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195
$133K 0.04%
6,436
-3,000
196
$130K 0.04%
2,765
197
$128K 0.04%
+5,000
198
$125K 0.04%
1,758
-77
199
$124K 0.04%
505
200
$122K 0.04%
1,326
+763
6 7
8
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