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
776
$4K ﹤0.01%
108
+2
777
$4K ﹤0.01%
62
778
$4K ﹤0.01%
+53
779
$4K ﹤0.01%
+70
780
$4K ﹤0.01%
+220
781
$4K ﹤0.01%
+210
782
$4K ﹤0.01%
+200
783
$4K ﹤0.01%
+70
784
$4K ﹤0.01%
+80
785
$4K ﹤0.01%
+330
786
$4K ﹤0.01%
+44
787
$4K ﹤0.01%
42
788
$4K ﹤0.01%
+196
789
$4K ﹤0.01%
157
-402
790
$4K ﹤0.01%
+89
791
$4K ﹤0.01%
404
792
$4K ﹤0.01%
+150
793
$4K ﹤0.01%
+50
794
$4K ﹤0.01%
45
795
$4K ﹤0.01%
+70
796
$4K ﹤0.01%
+150
797
$4K ﹤0.01%
+450
798
$4K ﹤0.01%
43
799
$4K ﹤0.01%
+180
800
$4K ﹤0.01%
+79
30 31
32
33 34