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
251
$58K 0.04%
+960
252
$58K 0.04%
1,500
253
$57K 0.04%
667
254
$57K 0.04%
835
-396
255
$57K 0.04%
733
-13
256
$57K 0.04%
2,205
-64
257
$56K 0.04%
811
+211
258
$56K 0.04%
693
-392
259
$56K 0.04%
2,646
-280
260
$55K 0.04%
2,928
+140
261
$55K 0.04%
7,800
262
$55K 0.04%
381
+81
263
$55K 0.04%
1,158
264
$54K 0.04%
2,872
+569
265
$54K 0.04%
1,880
266
$53K 0.04%
430
267
$53K 0.04%
927
+675
268
$53K 0.04%
919
+467
269
$52K 0.04%
3,688
+2,785
270
$52K 0.04%
1,240
271
$52K 0.04%
1,269
+870
272
$51K 0.04%
+1,283
273
$51K 0.04%
657
274
$51K 0.04%
+3,000
275
$50K 0.04%
+900
9 10
11
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