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
301
$65.6K 0.01%
4,000
302
$65.6K 0.01%
4,170
303
$65.4K 0.01%
509
304
$65K 0.01%
1,000
305
$64.5K 0.01%
635
-210
306
$64.3K 0.01%
+8,736
307
$62.8K 0.01%
865
+861
308
$62.8K 0.01%
1,250
309
$61.9K 0.01%
964
310
$60.9K 0.01%
1,052
311
$60.3K 0.01%
3,092
+226
312
$59K 0.01%
3,612
313
$58.9K 0.01%
+250
314
$58.8K 0.01%
880
315
$58.4K 0.01%
455
-95
316
$58.1K 0.01%
1,000
+550
317
$55.4K 0.01%
647
318
$54.9K 0.01%
+497
319
$54.8K 0.01%
+636
320
$54.8K 0.01%
1,233
321
$54K 0.01%
+211
322
$53.7K 0.01%
+500
323
$53.4K 0.01%
1,341
-144,269
324
$53.3K 0.01%
1,238
-342
325
$53.1K 0.01%
1,353
+1,352
11 12
13
14 15