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
$165M
AUM Growth
+$4.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,107
New
Increased
Reduced
Closed

Top Buys

1
+$2.05M
2
+$1.69M
3
+$1.3M
4
PRF icon
Invesco FTSE RAFI US 1000 ETF
PRF
+$749K
5
BMY icon
Bristol-Myers Squibb
BMY
+$560K

Top Sells

1
+$1.58M
2
+$688K
3
+$685K
4
ETN icon
Eaton
ETN
+$532K
5
SYK icon
Stryker
SYK
+$450K

Sector Composition

1 Utilities 12.47%
2 Consumer Staples 9.28%
3 Financials 8.37%
4 Technology 8.29%
5 Healthcare 8.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
– –
0
752
$3K ﹤0.01%
296
-1,121
753
$3K ﹤0.01%
1,000
754
$3K ﹤0.01%
64
-1,587
755
$3K ﹤0.01%
207
756
$3K ﹤0.01%
33
-1,612
757
$3K ﹤0.01%
129
758
$3K ﹤0.01%
125
759
$3K ﹤0.01%
41
760
$3K ﹤0.01%
133
761
$3K ﹤0.01%
147
-543
762
$3K ﹤0.01%
22
-33
763
$3K ﹤0.01%
121
-97
764
$3K ﹤0.01%
2,000
-40
765
$3K ﹤0.01%
184
-111
766
$3K ﹤0.01%
94
-145
767
$3K ﹤0.01%
60
-121
768
$3K ﹤0.01%
112
769
$3K ﹤0.01%
63
-22
770
$3K ﹤0.01%
87
771
$3K ﹤0.01%
116
+16
772
$3K ﹤0.01%
415
773
$3K ﹤0.01%
58
+11
774
$3K ﹤0.01%
33
775
$3K ﹤0.01%
393
+110
29 30
31
32 33