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
351
$36K 0.03%
596
+389
352
$36K 0.03%
695
353
$36K 0.03%
1,445
+52
354
$36K 0.03%
10,000
355
$36K 0.03%
300
+250
356
$36K 0.03%
+320
357
$35K 0.03%
+305
358
$35K 0.03%
503
-10
359
$34K 0.03%
2,751
360
$34K 0.03%
2,274
361
$34K 0.03%
441
+291
362
$34K 0.03%
1,200
363
$34K 0.03%
775
364
$34K 0.03%
301
-119
365
$34K 0.03%
800
366
$34K 0.03%
274
+209
367
$34K 0.03%
516
368
$34K 0.03%
446
+367
369
$33K 0.02%
222
370
$33K 0.02%
762
-651
371
$33K 0.02%
764
+664
372
$33K 0.02%
429
-387
373
$33K 0.02%
+850
374
$33K 0.02%
1,269
375
$33K 0.02%
17,034
13 14
15
16 17