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
651
$3K ﹤0.01%
64
-90
652
$3K ﹤0.01%
90
653
$2K ﹤0.01%
93
-117
654
$2K ﹤0.01%
100
655
$2K ﹤0.01%
+348
656
$2K ﹤0.01%
+64
657
$2K ﹤0.01%
56
658
$2K ﹤0.01%
33
-37
659
$2K ﹤0.01%
212
+3
660
$2K ﹤0.01%
31
661
$2K ﹤0.01%
187
662
$2K ﹤0.01%
300
663
$2K ﹤0.01%
97
-122
664
$2K ﹤0.01%
8
665
$2K ﹤0.01%
+167
666
$2K ﹤0.01%
+409
667
$2K ﹤0.01%
80
668
$2K ﹤0.01%
+76
669
$2K ﹤0.01%
200
670
$2K ﹤0.01%
173
671
$2K ﹤0.01%
164
672
$2K ﹤0.01%
50
673
$2K ﹤0.01%
476
+473
674
$2K ﹤0.01%
25
675
$1K ﹤0.01%
146
-157
25 26
27
28 29