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
776
$3K ﹤0.01%
92
777
$3K ﹤0.01%
446
778
$3K ﹤0.01%
380
779
$3K ﹤0.01%
100
780
$2K ﹤0.01%
27
781
$2K ﹤0.01%
85
782
$2K ﹤0.01%
62
783
$2K ﹤0.01%
9
-32
784
$2K ﹤0.01%
80
+50
785
$2K ﹤0.01%
40
-96
786
$2K ﹤0.01%
145
-148
787
$2K ﹤0.01%
+115
788
$2K ﹤0.01%
50
789
$2K ﹤0.01%
27
790
$2K ﹤0.01%
200
791
$2K ﹤0.01%
+50
792
$2K ﹤0.01%
52
793
$2K ﹤0.01%
56
794
$2K ﹤0.01%
21
795
$2K ﹤0.01%
+53
796
$2K ﹤0.01%
130
-2,860
797
$2K ﹤0.01%
99
798
$2K ﹤0.01%
300
799
$2K ﹤0.01%
+150
800
$2K ﹤0.01%
8
30 31
32
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