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
726
$5K ﹤0.01%
+155
727
$5K ﹤0.01%
620
-1,750
728
$5K ﹤0.01%
100
729
$5K ﹤0.01%
+90
730
$5K ﹤0.01%
+90
731
$5K ﹤0.01%
+100
732
$5K ﹤0.01%
+110
733
$5K ﹤0.01%
+200
734
$5K ﹤0.01%
+90
735
$5K ﹤0.01%
114
736
$5K ﹤0.01%
837
+650
737
$5K ﹤0.01%
200
-278
738
$5K ﹤0.01%
75
739
$5K ﹤0.01%
+100
740
$5K ﹤0.01%
+113
741
$5K ﹤0.01%
+10
742
$5K ﹤0.01%
+268
743
$5K ﹤0.01%
78
+1
744
$5K ﹤0.01%
+210
745
$5K ﹤0.01%
276
+103
746
$5K ﹤0.01%
+151
747
$5K ﹤0.01%
+200
748
$5K ﹤0.01%
+640
749
$5K ﹤0.01%
345
+16
750
$5K ﹤0.01%
+170