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
651
$7K 0.01%
1,033
652
$7K 0.01%
+340
653
$7K 0.01%
49
654
$7K 0.01%
77
655
$7K 0.01%
+290
656
$7K 0.01%
185
657
$7K 0.01%
+87
658
$7K 0.01%
+532
659
$7K 0.01%
289
+51
660
$7K 0.01%
+427
661
$7K 0.01%
200
662
$7K 0.01%
141
663
$7K 0.01%
+275
664
$7K 0.01%
115
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665
$7K 0.01%
+260
666
$6K ﹤0.01%
73
667
$6K ﹤0.01%
140
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668
$6K ﹤0.01%
+450
669
$6K ﹤0.01%
159
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670
$6K ﹤0.01%
142
671
$6K ﹤0.01%
+225
672
$6K ﹤0.01%
198
-50
673
$6K ﹤0.01%
+115
674
$6K ﹤0.01%
104
-151
675
$6K ﹤0.01%
+260
25 26
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