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
601
$4K ﹤0.01%
112
602
$4K ﹤0.01%
151
-25
603
$4K ﹤0.01%
120
604
$4K ﹤0.01%
+23
605
$4K ﹤0.01%
+144
606
$4K ﹤0.01%
37
607
$4K ﹤0.01%
1,000
608
$4K ﹤0.01%
307
609
$4K ﹤0.01%
408
+164
610
$4K ﹤0.01%
69
611
$4K ﹤0.01%
14
-624
612
$4K ﹤0.01%
57
613
$4K ﹤0.01%
398
614
$4K ﹤0.01%
234
615
$4K ﹤0.01%
85
-702
616
$4K ﹤0.01%
100
617
$4K ﹤0.01%
54
-8
618
$4K ﹤0.01%
106
+2
619
$4K ﹤0.01%
62
+15
620
$4K ﹤0.01%
+42
621
$4K ﹤0.01%
52
622
$4K ﹤0.01%
75
623
$4K ﹤0.01%
113
624
$4K ﹤0.01%
+41
625
$4K ﹤0.01%
+200
23 24
25
26 27