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
201
$92K 0.07%
5,000
202
$91K 0.07%
620
203
$90K 0.07%
2,730
204
$90K 0.07%
1,758
205
$90K 0.07%
2,849
+57
206
$90K 0.07%
800
+4
207
$89K 0.07%
1,974
+47
208
$88K 0.07%
5,500
209
$86K 0.06%
2,510
210
$85K 0.06%
1,544
211
$85K 0.06%
529
212
$84K 0.06%
1,773
213
$82K 0.06%
4,976
+161
214
$82K 0.06%
1,283
-130
215
$81K 0.06%
1,931
-31
216
$81K 0.06%
2,748
+900
217
$81K 0.06%
1,033
+418
218
$80K 0.06%
2,367
+211
219
$79K 0.06%
3,488
+1,060
220
$78K 0.06%
+930
221
$77K 0.06%
1,483
-2
222
$77K 0.06%
+1,025
223
$76K 0.06%
1,126
224
$75K 0.06%
1,128
-107
225
$75K 0.06%
4,211
+3,490
7 8
9
10 11