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
176
$190K 0.06%
1,004
-23
177
$188K 0.06%
38,029
178
$187K 0.06%
5,519
+19
179
$186K 0.06%
46,620
-3,750
180
$185K 0.06%
3,325
+2,600
181
$185K 0.06%
2,996
182
$184K 0.06%
20,546
183
$183K 0.06%
6,033
+1,728
184
$183K 0.06%
9,694
185
$182K 0.06%
1,610
-1,690
186
$181K 0.06%
5,030
+2,000
187
$181K 0.06%
1,588
188
$174K 0.05%
1,489
+74
189
$172K 0.05%
3,300
190
$169K 0.05%
4,237
-316
191
$169K 0.05%
307
192
$169K 0.05%
1,108
+1,082
193
$169K 0.05%
12,197
194
$164K 0.05%
3,335
195
$163K 0.05%
2,029
+31
196
$163K 0.05%
11,071
-562
197
$162K 0.05%
5,370
+3,030
198
$161K 0.05%
3,544
+2,407
199
$160K 0.05%
1,848
+65
200
$157K 0.05%
1,800
+1,077
6 7
8
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