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
701
$6K ﹤0.01%
+160
702
$6K ﹤0.01%
300
703
$6K ﹤0.01%
+337
704
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+290
705
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80
706
$6K ﹤0.01%
32
707
$6K ﹤0.01%
+430
708
$6K ﹤0.01%
222
709
$5K ﹤0.01%
112
710
$5K ﹤0.01%
+170
711
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+1,473
712
$5K ﹤0.01%
+160
713
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1,400
714
$5K ﹤0.01%
+190
715
$5K ﹤0.01%
396
-1,604
716
$5K ﹤0.01%
+540
717
$5K ﹤0.01%
69
718
$5K ﹤0.01%
+247
719
$5K ﹤0.01%
+138
720
$5K ﹤0.01%
+165
721
$5K ﹤0.01%
500
722
$5K ﹤0.01%
239
723
$5K ﹤0.01%
27
724
$5K ﹤0.01%
+170
725
$5K ﹤0.01%
+150