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
$931M
AUM Growth
-$26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
969
New
Increased
Reduced
Closed

Top Buys

1
+$21.2M
2
+$7.02M
3
+$3.33M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.01M
5
AVGO icon
Broadcom
AVGO
+$516K

Top Sells

1
+$56.6M
2
+$34.3M
3
+$20.2M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$6.47M
5
YUMC icon
Yum China
YUMC
+$5.74M

Sector Composition

1 Technology 4.35%
2 Financials 2.05%
3 Healthcare 2%
4 Consumer Staples 1.88%
5 Consumer Discretionary 1.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$99.8K 0.01%
2,287
-4,377
252
$97.6K 0.01%
541
+65
253
$96K 0.01%
551
-25
254
$95.9K 0.01%
501
255
$95.9K 0.01%
992
+158
256
$94.3K 0.01%
612
-6
257
$94.3K 0.01%
594
+26
258
$92.6K 0.01%
+1,200
259
$92.3K 0.01%
1,913
260
$91.6K 0.01%
727
+419
261
$91.4K 0.01%
+881
262
$90K 0.01%
1,100
+249
263
$89.8K 0.01%
5,850
264
$89.8K 0.01%
+1,573
265
$89.1K 0.01%
165
+146
266
$87.3K 0.01%
985
+25
267
$87.3K 0.01%
3,062
-846
268
$86K 0.01%
930
+837
269
$85.6K 0.01%
+3,363
270
$84.8K 0.01%
1,428
-757
271
$83.7K 0.01%
544
+2
272
$83.6K 0.01%
900
273
$83.5K 0.01%
1,058
274
$80.8K 0.01%
477
275
$79.8K 0.01%
191
9 10
11
12 13