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
876
$2K ﹤0.01%
+71
877
$2K ﹤0.01%
+26
878
$2K ﹤0.01%
+19
879
$2K ﹤0.01%
76
880
$2K ﹤0.01%
76
-39,980
881
$2K ﹤0.01%
164
882
$2K ﹤0.01%
+23
883
$2K ﹤0.01%
374
884
$2K ﹤0.01%
+40
885
$2K ﹤0.01%
+90
886
$2K ﹤0.01%
+183
887
$2K ﹤0.01%
+13
888
$2K ﹤0.01%
+200
889
$2K ﹤0.01%
116
-378
890
$2K ﹤0.01%
+84
891
$2K ﹤0.01%
+26
892
$2K ﹤0.01%
+83
893
$2K ﹤0.01%
+37
894
$2K ﹤0.01%
18
-7
895
$1K ﹤0.01%
+27
896
$1K ﹤0.01%
+25
897
$1K ﹤0.01%
+67
898
$1K ﹤0.01%
+11
899
$1K ﹤0.01%
12
900
$1K ﹤0.01%
39
34 35
36
37 38