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
851
– –
0
852
$2K ﹤0.01%
+51
853
$2K ﹤0.01%
+200
854
$2K ﹤0.01%
+40
855
$2K ﹤0.01%
+34
856
$2K ﹤0.01%
+40
857
$2K ﹤0.01%
80
-3,338
858
$2K ﹤0.01%
+150
859
$2K ﹤0.01%
35
860
$2K ﹤0.01%
56
861
$2K ﹤0.01%
33
862
$2K ﹤0.01%
150
-1,050
863
$2K ﹤0.01%
+40
864
$2K ﹤0.01%
+26
865
$2K ﹤0.01%
76
-82
866
$2K ﹤0.01%
31
867
$2K ﹤0.01%
187
868
$2K ﹤0.01%
+94
869
$2K ﹤0.01%
+122
870
$2K ﹤0.01%
8
871
$2K ﹤0.01%
+104
872
$2K ﹤0.01%
+13
873
$2K ﹤0.01%
+54
874
$2K ﹤0.01%
+435
875
$2K ﹤0.01%
+25
33 34
35
36 37