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
351
$26K 0.02%
557
-13
352
$26K 0.02%
600
+500
353
$26K 0.02%
1,468
354
$25K 0.02%
640
+140
355
$25K 0.02%
560
356
$25K 0.02%
243
357
$25K 0.02%
+1,734
358
$24K 0.02%
875
359
$24K 0.02%
381
+300
360
$23K 0.02%
+575
361
$23K 0.02%
31
362
$23K 0.02%
452
+169
363
$22K 0.02%
380
-26
364
$22K 0.02%
750
365
$22K 0.02%
2,427
+102
366
$22K 0.02%
1,047
-51
367
$22K 0.02%
822
368
$22K 0.02%
421
369
$22K 0.02%
1,200
370
$22K 0.02%
499
-151
371
$22K 0.02%
348
372
$21K 0.02%
792
373
$21K 0.02%
1,050
374
$21K 0.02%
310
-60
375
$21K 0.02%
434
13 14
15
16 17