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
551
$11K 0.01%
178
+12
552
$11K 0.01%
+215
553
$11K 0.01%
196
+11
554
$11K 0.01%
462
555
$11K 0.01%
+167
556
$11K 0.01%
+1,261
557
$11K 0.01%
955
-2,379
558
$11K 0.01%
148
559
$11K 0.01%
115
560
$11K 0.01%
225
561
$11K 0.01%
+310
562
$11K 0.01%
590
563
$11K 0.01%
150
564
$11K 0.01%
880
565
$11K 0.01%
321
-214
566
$11K 0.01%
119
-99
567
$11K 0.01%
1,000
568
$11K 0.01%
+415
569
$11K 0.01%
256
+20
570
$11K 0.01%
282
571
$10K 0.01%
342
+2
572
$10K 0.01%
134
+99
573
$10K 0.01%
+370
574
$10K 0.01%
+315
575
$10K 0.01%
+263
21 22
23
24 25