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
676
$1K ﹤0.01%
+12
677
$1K ﹤0.01%
68
678
$1K ﹤0.01%
19
679
$1K ﹤0.01%
32
680
$1K ﹤0.01%
109
681
$1K ﹤0.01%
18
-25
682
$1K ﹤0.01%
40
683
$1K ﹤0.01%
187
684
$1K ﹤0.01%
50
685
$1K ﹤0.01%
12
+7
686
$1K ﹤0.01%
39
687
$1K ﹤0.01%
32
688
$1K ﹤0.01%
49
689
$1K ﹤0.01%
37
690
$1K ﹤0.01%
261
691
$1K ﹤0.01%
28
692
$1K ﹤0.01%
75
693
$1K ﹤0.01%
+99
694
$1K ﹤0.01%
40
695
$1K ﹤0.01%
30
696
– –
-142
697
– –
-2,000
698
– –
-1,702
699
– –
-347
700
– –
-6,600
26 27
28
29 30