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
$165M
AUM Growth
+$4.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,107
New
Increased
Reduced
Closed

Top Buys

1
+$2.05M
2
+$1.69M
3
+$1.3M
4
PRF icon
Invesco FTSE RAFI US 1000 ETF
PRF
+$749K
5
BMY icon
Bristol-Myers Squibb
BMY
+$560K

Top Sells

1
+$1.58M
2
+$688K
3
+$685K
4
ETN icon
Eaton
ETN
+$532K
5
SYK icon
Stryker
SYK
+$450K

Sector Composition

1 Utilities 12.47%
2 Consumer Staples 9.28%
3 Financials 8.37%
4 Technology 8.29%
5 Healthcare 8.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$12K 0.01%
300
552
$12K 0.01%
1,430
553
$12K 0.01%
228
554
$12K 0.01%
154
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555
$12K 0.01%
1,473
556
$12K 0.01%
+252
557
$11K 0.01%
213
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558
$11K 0.01%
347
559
$11K 0.01%
124
560
$11K 0.01%
283
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561
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100
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562
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127
563
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113
564
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565
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273
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566
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567
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164
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568
$11K 0.01%
+600
569
$11K 0.01%
+228
570
$10K 0.01%
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571
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310
572
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92
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573
$10K 0.01%
313
+2
574
$10K 0.01%
315
575
$10K 0.01%
201
-60
21 22
23
24 25