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
51
$564K 0.44%
14,016
+195
52
$559K 0.44%
9,139
+8,515
53
$552K 0.43%
14,008
-1,208
54
$542K 0.43%
6,354
+1,361
55
$532K 0.42%
10,360
+1,443
56
$530K 0.42%
4,475
-874
57
$507K 0.4%
6,313
-137
58
$499K 0.39%
5,177
+130
59
$496K 0.39%
26,215
-57
60
$476K 0.37%
18,132
+2,150
61
$468K 0.37%
4,053
+539
62
$431K 0.34%
17,298
+7,130
63
$426K 0.34%
19,695
-693
64
$424K 0.33%
6,682
+221
65
$412K 0.32%
4,415
66
$399K 0.31%
3,457
+1
67
$394K 0.31%
4,648
68
$393K 0.31%
3,847
+89
69
$375K 0.3%
2,469
+19
70
$370K 0.29%
6,801
-2,056
71
$358K 0.28%
3,637
-664
72
$341K 0.27%
3,781
+496
73
$338K 0.27%
13,200
+2,040
74
$338K 0.27%
20,013
75
$330K 0.26%
11,620
+2,088
1 2
3
4 5