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
$307M
AUM Growth
+$111M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
893
New
Increased
Reduced
Closed

Top Buys

1
+$46.5M
2
+$22.9M
3
+$17.4M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$10.5M
5
YUMC icon
Yum China
YUMC
+$9.7M

Top Sells

1
+$1.66M
2
+$802K
3
+$718K
4
AAPL icon
Apple
AAPL
+$649K
5
JBLU icon
JetBlue
JBLU
+$569K

Sector Composition

1 Consumer Staples 19.7%
2 Consumer Discretionary 12.78%
3 Healthcare 10.94%
4 Technology 5.91%
5 Utilities 5.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$87K 0.03%
511
-1,965
227
$86K 0.03%
4,491
+1
228
$85K 0.03%
1,765
229
$84K 0.03%
1,647
230
$84K 0.03%
3,377
231
$83K 0.03%
520
-39
232
$83K 0.03%
1,424
233
$82K 0.03%
614
-23
234
$81K 0.03%
330
-11
235
$80K 0.03%
565
-13
236
$80K 0.03%
6,265
237
$77K 0.03%
1,034
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238
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212
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239
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866
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240
$76K 0.02%
832
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241
$76K 0.02%
377
242
$75K 0.02%
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243
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244
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245
$71K 0.02%
5,181
246
$71K 0.02%
1,435
247
$70K 0.02%
1,034
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248
$70K 0.02%
4,175
-4,175
249
$69K 0.02%
651
-17
250
$69K 0.02%
460
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10
11 12