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
$133M
AUM Growth
+$6.39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,039
New
Increased
Reduced
Closed

Top Buys

1
+$652K
2
+$579K
3
+$374K
4
CMCSA icon
Comcast
CMCSA
+$280K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$248K

Top Sells

1
+$1.23M
2
+$1.05M
3
+$812K
4
PEP icon
PepsiCo
PEP
+$579K
5
MAN icon
ManpowerGroup
MAN
+$547K

Sector Composition

1 Consumer Staples 11.63%
2 Utilities 10.79%
3 Healthcare 9.33%
4 Technology 9.15%
5 Financials 7.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$72K 0.05%
1,840
+255
227
$71K 0.05%
4,860
-310
228
$71K 0.05%
611
-129
229
$71K 0.05%
936
+37
230
$71K 0.05%
2,963
-224
231
$70K 0.05%
932
+115
232
$69K 0.05%
913
233
$68K 0.05%
3,816
234
$68K 0.05%
+2,150
235
$67K 0.05%
1,294
-600
236
$66K 0.05%
1,442
-134
237
$66K 0.05%
2,047
238
$66K 0.05%
4,069
239
$65K 0.05%
192
-12
240
$65K 0.05%
1,123
+1
241
$65K 0.05%
955
242
$65K 0.05%
1,144
+7
243
$64K 0.05%
1,275
+562
244
$64K 0.05%
328
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245
$63K 0.05%
501
-442
246
$63K 0.05%
640
247
$62K 0.05%
410
+205
248
$61K 0.05%
588
+359
249
$61K 0.05%
1,062
250
$59K 0.04%
+1,490
8 9
10
11 12