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
176
$99K 0.08%
1,283
+132
177
$98K 0.08%
2,730
+150
178
$97K 0.08%
1,542
-60
179
$97K 0.08%
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+189
180
$97K 0.08%
2,006
-2,750
181
$95K 0.07%
1,242
-353
182
$94K 0.07%
1,413
+33
183
$93K 0.07%
4,040
184
$92K 0.07%
4,815
185
$92K 0.07%
2,066
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186
$91K 0.07%
696
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187
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1,360
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188
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1,484
-1,506
189
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505
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190
$90K 0.07%
2,009
191
$89K 0.07%
1,758
192
$88K 0.07%
5,000
193
$88K 0.07%
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194
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1,544
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195
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628
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196
$87K 0.07%
829
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197
$86K 0.07%
1,927
198
$85K 0.07%
5,500
199
$85K 0.07%
1,773
-3
200
$84K 0.07%
3,267
-1,220
6 7
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