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
526
$13K 0.01%
151
+92
527
$13K 0.01%
1,323
+44
528
$13K 0.01%
546
529
$13K 0.01%
204
530
$13K 0.01%
+123
531
$13K 0.01%
104
-14
532
$13K 0.01%
400
533
$13K 0.01%
265
+2
534
$12K 0.01%
+130
535
$12K 0.01%
1,437
+1,130
536
$12K 0.01%
+336
537
$12K 0.01%
+80
538
$12K 0.01%
778
+544
539
$12K 0.01%
133
540
$12K 0.01%
248
541
$12K 0.01%
+100
542
$12K 0.01%
324
543
$12K 0.01%
322
544
$12K 0.01%
380
-47
545
$12K 0.01%
65
-47
546
$12K 0.01%
+727
547
$12K 0.01%
+432
548
$11K 0.01%
609
+159
549
$11K 0.01%
69
-2
550
$11K 0.01%
+300
20 21
22
23 24