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
201
$154K 0.05%
2,387
+2,350
202
$153K 0.05%
430
-22
203
$153K 0.05%
5,071
+215
204
$152K 0.05%
+700
205
$147K 0.05%
6,000
206
$146K 0.05%
+4,425
207
$145K 0.04%
4,600
-9,200
208
$145K 0.04%
621
-189
209
$139K 0.04%
1,875
+33
210
$138K 0.04%
519
-219
211
$137K 0.04%
501
-32
212
$137K 0.04%
+519
213
$135K 0.04%
1,664
214
$134K 0.04%
387
215
$133K 0.04%
486
-933
216
$132K 0.04%
+900
217
$130K 0.04%
1,423
-770
218
$128K 0.04%
573
+278
219
$128K 0.04%
1,850
+838
220
$127K 0.04%
1,687
-926
221
$125K 0.04%
2,005
222
$125K 0.04%
2,525
+1,548
223
$121K 0.04%
822
224
$120K 0.04%
1,568
225
$120K 0.04%
1,765
-15
7 8
9
10 11