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
626
$4K ﹤0.01%
480
627
$4K ﹤0.01%
43
628
$4K ﹤0.01%
79
629
$3K ﹤0.01%
446
630
$3K ﹤0.01%
46
631
$3K ﹤0.01%
35
632
$3K ﹤0.01%
+63
633
$3K ﹤0.01%
113
634
$3K ﹤0.01%
146
-19
635
$3K ﹤0.01%
85
636
$3K ﹤0.01%
+15
637
$3K ﹤0.01%
132
638
$3K ﹤0.01%
35
639
$3K ﹤0.01%
+30
640
$3K ﹤0.01%
146
-150
641
$3K ﹤0.01%
+150
642
$3K ﹤0.01%
+109
643
$3K ﹤0.01%
+213
644
$3K ﹤0.01%
33
-12
645
$3K ﹤0.01%
98
646
$3K ﹤0.01%
174
647
$3K ﹤0.01%
374
648
$3K ﹤0.01%
+101
649
$3K ﹤0.01%
+225
650
$3K ﹤0.01%
1,512
24 25
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