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
551
$6K ﹤0.01%
142
552
$6K ﹤0.01%
134
553
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27
554
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555
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120
-930
556
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557
$6K ﹤0.01%
170
558
$6K ﹤0.01%
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559
$6K ﹤0.01%
122
-7
560
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561
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-68
562
$6K ﹤0.01%
154
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563
$6K ﹤0.01%
+49
564
$6K ﹤0.01%
404
565
$6K ﹤0.01%
+271
566
$6K ﹤0.01%
100
567
$6K ﹤0.01%
238
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568
$6K ﹤0.01%
329
569
$6K ﹤0.01%
188
570
$6K ﹤0.01%
212
571
$6K ﹤0.01%
380
572
$6K ﹤0.01%
32
573
$5K ﹤0.01%
1,400
574
$5K ﹤0.01%
154
575
$5K ﹤0.01%
+31
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