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
301
$38K 0.03%
366
-381
302
$38K 0.03%
713
-1,480
303
$38K 0.03%
310
-36
304
$38K 0.03%
924
+292
305
$38K 0.03%
530
+16
306
$37K 0.03%
513
+19
307
$37K 0.03%
733
+2
308
$37K 0.03%
2,751
309
$36K 0.03%
158
-65
310
$36K 0.03%
592
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311
$36K 0.03%
775
312
$35K 0.03%
284
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313
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314
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315
$35K 0.03%
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316
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317
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$34K 0.03%
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$33K 0.03%
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321
$33K 0.03%
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322
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1,184
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324
$32K 0.03%
683
325
$32K 0.03%
2,000
11 12
13
14 15