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
826
$1K ﹤0.01%
44
-80
827
$1K ﹤0.01%
+83
828
$1K ﹤0.01%
+104
829
$1K ﹤0.01%
+6
830
$1K ﹤0.01%
50
831
$1K ﹤0.01%
+3
832
$1K ﹤0.01%
+8
833
$1K ﹤0.01%
11
834
$1K ﹤0.01%
29
-71
835
$1K ﹤0.01%
18
836
$1K ﹤0.01%
8
-109
837
$1K ﹤0.01%
+57
838
$1K ﹤0.01%
91
839
$1K ﹤0.01%
3
-10
840
$1K ﹤0.01%
16
-1,343
841
$1K ﹤0.01%
5
-1
842
$1K ﹤0.01%
10
843
$1K ﹤0.01%
18
-50
844
$1K ﹤0.01%
+10
845
$1K ﹤0.01%
9
-33
846
$1K ﹤0.01%
24
847
$1K ﹤0.01%
76
848
$1K ﹤0.01%
32
849
$1K ﹤0.01%
+19
850
$1K ﹤0.01%
49
32 33
34
35 36