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
$127M
AUM Growth
-$12.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
810
New
Increased
Reduced
Closed

Top Buys

1
+$1.39M
2
+$749K
3
+$521K
4
AAPL icon
Apple
AAPL
+$262K
5
ETN icon
Eaton
ETN
+$256K

Top Sells

1
+$2.54M
2
+$1.76M
3
+$463K
4
INTC icon
Intel
INTC
+$298K
5
IBM icon
IBM
IBM
+$288K

Sector Composition

1 Consumer Staples 12.84%
2 Utilities 11.39%
3 Technology 9.24%
4 Healthcare 9.01%
5 Financials 8.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$68K 0.05%
2,047
227
$67K 0.05%
899
-98
228
$67K 0.05%
816
-312
229
$65K 0.05%
5,170
+4,000
230
$65K 0.05%
1,360
+800
231
$65K 0.05%
955
232
$64K 0.05%
2,300
-2,557
233
$64K 0.05%
1,137
+143
234
$64K 0.05%
1,585
+72
235
$63K 0.05%
1,122
+8
236
$63K 0.05%
913
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237
$62K 0.05%
640
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238
$61K 0.05%
204
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239
$60K 0.05%
+4,069
240
$59K 0.05%
1,413
-188
241
$59K 0.05%
5,932
242
$59K 0.05%
1,256
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243
$56K 0.04%
2,788
244
$56K 0.04%
5,412
245
$55K 0.04%
2,269
-736
246
$54K 0.04%
584
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247
$54K 0.04%
1,500
248
$53K 0.04%
817
-170
249
$53K 0.04%
7,800
250
$53K 0.04%
1,848
8 9
10
11 12