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
276
$50K 0.04%
575
-27
277
$50K 0.04%
2,407
278
$50K 0.04%
693
+342
279
$49K 0.04%
1,332
280
$49K 0.04%
+484
281
$49K 0.04%
1,028
282
$49K 0.04%
+950
283
$48K 0.04%
594
284
$48K 0.04%
1,198
+564
285
$48K 0.04%
1,823
286
$48K 0.04%
1,044
+980
287
$47K 0.04%
2,085
288
$47K 0.04%
+2,356
289
$46K 0.03%
2,000
290
$46K 0.03%
1,434
+8
291
$46K 0.03%
444
-58
292
$46K 0.03%
1,162
-15
293
$45K 0.03%
2,500
294
$45K 0.03%
3,008
+21
295
$45K 0.03%
1,000
296
$45K 0.03%
900
+759
297
$45K 0.03%
1,050
+750
298
$45K 0.03%
1,500
299
$45K 0.03%
1,795
300
$44K 0.03%
496
10 11
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