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
201
$84K 0.07%
620
-12
202
$84K 0.07%
3,187
-32
203
$83K 0.07%
2,510
204
$83K 0.07%
1,085
+88
205
$83K 0.07%
1,235
+107
206
$83K 0.07%
1,387
-291
207
$82K 0.06%
2,425
+23
208
$81K 0.06%
1,962
+2
209
$81K 0.06%
796
+2
210
$80K 0.06%
1,231
-9
211
$79K 0.06%
1,126
-84
212
$79K 0.06%
+3,047
213
$78K 0.06%
+2,926
214
$77K 0.06%
740
+9
215
$76K 0.06%
1,872
216
$75K 0.06%
951
+84
217
$75K 0.06%
1,576
+504
218
$74K 0.06%
1,485
+154
219
$74K 0.06%
3,418
220
$74K 0.06%
1,187
221
$72K 0.06%
3,816
222
$71K 0.06%
529
223
$69K 0.05%
2,156
-148
224
$69K 0.05%
1,824
-11
225
$68K 0.05%
1,134
+567
7 8
9
10 11