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
601
$9K 0.01%
+72
602
$9K 0.01%
439
+77
603
$9K 0.01%
+366
604
$9K 0.01%
106
605
$9K 0.01%
700
606
$9K 0.01%
+1,155
607
$9K 0.01%
380
608
$8K 0.01%
+1,464
609
$8K 0.01%
+200
610
$8K 0.01%
100
611
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612
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188
613
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167
614
$8K 0.01%
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615
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43
616
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617
$8K 0.01%
571
618
$8K 0.01%
164
-1,902
619
$8K 0.01%
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620
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210
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621
$8K 0.01%
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622
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623
$8K 0.01%
287
624
$8K 0.01%
600
-500
625
$8K 0.01%
+196
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