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
251
$52K 0.04%
1,158
252
$52K 0.04%
746
-203
253
$52K 0.04%
2,428
-128
254
$51K 0.04%
667
+125
255
$51K 0.04%
4,775
256
$51K 0.04%
1,880
257
$50K 0.04%
1,177
-12
258
$50K 0.04%
602
+304
259
$49K 0.04%
502
+91
260
$49K 0.04%
430
+76
261
$49K 0.04%
1,823
262
$49K 0.04%
2,000
263
$48K 0.04%
1,461
-1,599
264
$48K 0.04%
657
+32
265
$47K 0.04%
1,426
-425
266
$47K 0.04%
300
267
$47K 0.04%
+1,504
268
$46K 0.04%
1,332
269
$46K 0.04%
615
+2
270
$45K 0.04%
4,058
271
$45K 0.04%
1,460
-1,439
272
$45K 0.04%
1,240
273
$44K 0.03%
1,700
274
$44K 0.03%
2,407
275
$44K 0.03%
1,795
9 10
11
12 13