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
326
$32K 0.03%
222
-3
327
$32K 0.03%
2,365
328
$31K 0.02%
516
329
$30K 0.02%
17,034
330
$30K 0.02%
634
-252
331
$30K 0.02%
2,100
-200
332
$29K 0.02%
2,288
333
$29K 0.02%
404
-240
334
$29K 0.02%
10,000
335
$29K 0.02%
370
336
$29K 0.02%
282
+122
337
$29K 0.02%
760
338
$29K 0.02%
1,269
339
$29K 0.02%
2,062
340
$28K 0.02%
1,638
341
$28K 0.02%
264
342
$28K 0.02%
351
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343
$28K 0.02%
224
344
$28K 0.02%
200
345
$27K 0.02%
205
346
$27K 0.02%
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347
$27K 0.02%
370
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348
$27K 0.02%
271
349
$27K 0.02%
300
350
$26K 0.02%
+120
12 13
14
15 16