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
376
$21K 0.02%
448
377
$21K 0.02%
559
378
$20K 0.02%
16
379
$20K 0.02%
446
+136
380
$20K 0.02%
229
+87
381
$20K 0.02%
431
382
$20K 0.02%
3,439
383
$20K 0.02%
+2,377
384
$20K 0.02%
400
-464
385
$20K 0.02%
372
386
$19K 0.02%
174
-60
387
$19K 0.02%
346
388
$19K 0.02%
450
389
$19K 0.02%
111
-8
390
$19K 0.02%
564
391
$18K 0.01%
726
-412
392
$18K 0.01%
+167
393
$18K 0.01%
218
+88
394
$18K 0.01%
+357
395
$18K 0.01%
112
+47
396
$18K 0.01%
471
-16
397
$18K 0.01%
292
398
$17K 0.01%
255
+151
399
$17K 0.01%
369
+168
400
$17K 0.01%
564
14 15
16
17 18