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
401
$17K 0.01%
+1,200
402
$17K 0.01%
195
-96
403
$17K 0.01%
300
404
$17K 0.01%
515
+450
405
$17K 0.01%
879
406
$17K 0.01%
+225
407
$17K 0.01%
1,100
408
$16K 0.01%
540
409
$16K 0.01%
250
410
$16K 0.01%
168
411
$16K 0.01%
150
412
$16K 0.01%
+500
413
$16K 0.01%
432
+28
414
$16K 0.01%
478
+278
415
$16K 0.01%
399
-355
416
$16K 0.01%
261
+26
417
$16K 0.01%
506
418
$16K 0.01%
441
+2
419
$16K 0.01%
118
+92
420
$16K 0.01%
373
421
$15K 0.01%
288
+43
422
$15K 0.01%
213
423
$15K 0.01%
+2,370
424
$15K 0.01%
150
425
$15K 0.01%
535
+236
15 16
17
18 19