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
751
$5K ﹤0.01%
+300
752
$5K ﹤0.01%
136
+106
753
$5K ﹤0.01%
+2
754
$5K ﹤0.01%
562
+6
755
$5K ﹤0.01%
+45
756
$4K ﹤0.01%
+90
757
$4K ﹤0.01%
+70
758
$4K ﹤0.01%
+140
759
$4K ﹤0.01%
144
760
$4K ﹤0.01%
71
-375
761
$4K ﹤0.01%
1,000
762
$4K ﹤0.01%
+93
763
$4K ﹤0.01%
+278
764
$4K ﹤0.01%
580
+172
765
$4K ﹤0.01%
73
766
$4K ﹤0.01%
+131
767
$4K ﹤0.01%
14
768
$4K ﹤0.01%
+100
769
$4K ﹤0.01%
+140
770
$4K ﹤0.01%
+53
771
$4K ﹤0.01%
150
772
$4K ﹤0.01%
316
+104
773
$4K ﹤0.01%
213
774
$4K ﹤0.01%
+80
775
$4K ﹤0.01%
54
29 30
31
32 33