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
801
$4K ﹤0.01%
+221
802
$4K ﹤0.01%
+90
803
$4K ﹤0.01%
1,512
804
$4K ﹤0.01%
46
-91
805
$4K ﹤0.01%
212
806
$4K ﹤0.01%
+67
807
$3K ﹤0.01%
+190
808
$3K ﹤0.01%
446
809
$3K ﹤0.01%
363
+217
810
$3K ﹤0.01%
85
-35
811
$3K ﹤0.01%
+239
812
$3K ﹤0.01%
59
-92
813
$3K ﹤0.01%
+34
814
$3K ﹤0.01%
63
815
$3K ﹤0.01%
+104
816
$3K ﹤0.01%
57
817
$3K ﹤0.01%
+122
818
$3K ﹤0.01%
146
819
$3K ﹤0.01%
+171
820
$3K ﹤0.01%
+110
821
$3K ﹤0.01%
132
822
$3K ﹤0.01%
+270
823
$3K ﹤0.01%
85
824
$3K ﹤0.01%
146
825
$3K ﹤0.01%
+12
31 32
33
34 35