PMFA

Plante Moran Financial Advisors Portfolio holdings

AUM $1.58B
1-Year Est. Return 17.01%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.01%
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 9.14%
5 Financials 8.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
651
$7K 0.01%
112
652
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501
653
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654
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49
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77
657
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658
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660
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661
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662
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663
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664
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665
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666
$6K ﹤0.01%
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667
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668
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183
669
$6K ﹤0.01%
192
670
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300
673
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674
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675
$6K ﹤0.01%
140
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