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
451
$20K 0.02%
1,100
+376
452
$20K 0.02%
+493
453
$19K 0.01%
174
454
$19K 0.01%
26
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455
$19K 0.01%
750
456
$19K 0.01%
171
+21
457
$19K 0.01%
+1,912
458
$19K 0.01%
+396
459
$19K 0.01%
195
460
$19K 0.01%
506
461
$19K 0.01%
196
-104
462
$19K 0.01%
+700
463
$19K 0.01%
190
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464
$19K 0.01%
292
465
$18K 0.01%
394
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466
$18K 0.01%
+295
467
$18K 0.01%
+727
468
$18K 0.01%
1,000
+500
469
$18K 0.01%
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470
$18K 0.01%
+4,165
471
$18K 0.01%
+625
472
$18K 0.01%
+776
473
$18K 0.01%
537
+394
474
$18K 0.01%
426
475
$18K 0.01%
96
-409
17 18
19
20 21