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
$127M
AUM Growth
-$12.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
810
New
Increased
Reduced
Closed

Top Buys

1
+$1.39M
2
+$749K
3
+$521K
4
AAPL icon
Apple
AAPL
+$262K
5
ETN icon
Eaton
ETN
+$256K

Top Sells

1
+$2.54M
2
+$1.76M
3
+$463K
4
INTC icon
Intel
INTC
+$298K
5
IBM icon
IBM
IBM
+$288K

Sector Composition

1 Consumer Staples 12.84%
2 Utilities 11.39%
3 Technology 9.24%
4 Healthcare 9.01%
5 Financials 8.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$158K 0.12%
2,758
-156
127
$158K 0.12%
1,461
+398
128
$157K 0.12%
3,626
-633
129
$157K 0.12%
848
+160
130
$157K 0.12%
10,836
131
$156K 0.12%
4,428
132
$153K 0.12%
4,225
-2,503
133
$153K 0.12%
7,141
134
$152K 0.12%
2,674
+315
135
$151K 0.12%
3,096
+1,232
136
$150K 0.12%
1,532
+67
137
$150K 0.12%
1,500
+120
138
$149K 0.12%
11,300
139
$145K 0.11%
6,960
-6,366
140
$145K 0.11%
1,616
+161
141
$141K 0.11%
3,057
142
$141K 0.11%
+3,733
143
$140K 0.11%
3,160
-46
144
$138K 0.11%
1,706
-112
145
$136K 0.11%
+5,795
146
$134K 0.11%
1,869
+292
147
$133K 0.1%
2,746
148
$131K 0.1%
2,721
-253
149
$128K 0.1%
6,489
150
$127K 0.1%
611
+51
4 5
6
7 8