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
276
$43K 0.03%
525
+196
277
$43K 0.03%
1,500
278
$43K 0.03%
2,085
279
$43K 0.03%
570
-903
280
$43K 0.03%
1,000
281
$43K 0.03%
1,062
282
$42K 0.03%
715
283
$42K 0.03%
1,198
-61
284
$42K 0.03%
600
+291
285
$42K 0.03%
496
-15
286
$42K 0.03%
500
287
$42K 0.03%
420
-49
288
$42K 0.03%
1,028
+650
289
$42K 0.03%
2,500
290
$41K 0.03%
2,303
+12
291
$41K 0.03%
863
+2
292
$41K 0.03%
296
293
$41K 0.03%
199
+40
294
$41K 0.03%
1,092
295
$40K 0.03%
+2,987
296
$40K 0.03%
664
297
$40K 0.03%
1,170
298
$40K 0.03%
270
-377
299
$40K 0.03%
1,273
+829
300
$39K 0.03%
3,334
+619
10 11
12
13 14