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
901
$1K ﹤0.01%
+100
902
$1K ﹤0.01%
32
903
$1K ﹤0.01%
49
904
$1K ﹤0.01%
17
-40
905
$1K ﹤0.01%
+25
906
$1K ﹤0.01%
+11
907
$1K ﹤0.01%
+68
908
$1K ﹤0.01%
270
-78
909
$1K ﹤0.01%
+11
910
$1K ﹤0.01%
+118
911
$1K ﹤0.01%
68
912
$1K ﹤0.01%
+34
913
$1K ﹤0.01%
+13
914
$1K ﹤0.01%
+11
915
$1K ﹤0.01%
19
916
$1K ﹤0.01%
+21
917
$1K ﹤0.01%
59
+37
918
$1K ﹤0.01%
47
+29
919
$1K ﹤0.01%
32
920
$1K ﹤0.01%
+15
921
$1K ﹤0.01%
+12
922
$1K ﹤0.01%
+20
923
$1K ﹤0.01%
109
924
$1K ﹤0.01%
+75
925
$1K ﹤0.01%
415
+6
35 36
37
38 39