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
$165M
AUM Growth
+$4.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,107
New
Increased
Reduced
Closed

Top Buys

1
+$2.05M
2
+$1.69M
3
+$1.3M
4
PRF icon
Invesco FTSE RAFI US 1000 ETF
PRF
+$749K
5
BMY icon
Bristol-Myers Squibb
BMY
+$560K

Top Sells

1
+$1.58M
2
+$688K
3
+$685K
4
ETN icon
Eaton
ETN
+$532K
5
SYK icon
Stryker
SYK
+$450K

Sector Composition

1 Utilities 12.47%
2 Consumer Staples 9.28%
3 Financials 8.37%
4 Technology 8.29%
5 Healthcare 8.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$86K 0.05%
5,000
227
$86K 0.05%
+1,670
228
$86K 0.05%
+4,390
229
$86K 0.05%
2,608
230
$86K 0.05%
+1,647
231
$86K 0.05%
3,378
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232
$86K 0.05%
4,005
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233
$85K 0.05%
4,000
234
$85K 0.05%
+1,765
235
$84K 0.05%
1,512
-79
236
$83K 0.05%
694
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237
$83K 0.05%
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238
$82K 0.05%
1,294
239
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3,454
240
$79K 0.05%
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241
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4,000
-36
242
$79K 0.05%
2,072
243
$78K 0.05%
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$78K 0.05%
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245
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246
$75K 0.05%
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247
$74K 0.04%
922
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248
$74K 0.04%
1,158
249
$74K 0.04%
3,029
-118
250
$73K 0.04%
690
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8 9
10
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