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
526
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156
527
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106
528
$7K 0.01%
287
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529
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77
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530
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65
531
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141
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532
$7K 0.01%
800
533
$7K 0.01%
+1,160
534
$7K 0.01%
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-201
535
$7K 0.01%
450
536
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537
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61
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538
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539
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540
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541
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543
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544
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545
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546
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547
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548
$7K 0.01%
556
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549
$7K 0.01%
100
550
$6K ﹤0.01%
+150
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