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
326
$52.9K 0.01%
149
-235
327
$52.5K 0.01%
903
+150
328
$51.3K 0.01%
369
329
$51.2K 0.01%
2,080
-264
330
$51K 0.01%
+513
331
$50.7K 0.01%
889
332
$50.4K 0.01%
4,989
+4,294
333
$50.1K 0.01%
+2,574
334
$50K 0.01%
3,897
335
$49.6K 0.01%
568
-190
336
$49.6K 0.01%
251
+141
337
$49.3K 0.01%
522
+290
338
$49.1K 0.01%
+125
339
$49K 0.01%
+5,000
340
$48.9K 0.01%
+950
341
$48.8K 0.01%
1,308
342
$48.7K 0.01%
476
343
$48.5K 0.01%
1,050
344
$48.4K 0.01%
+225
345
$48.4K 0.01%
692
-82
346
$48.1K 0.01%
295
-14
347
$48K 0.01%
+900
348
$47.9K 0.01%
300
+285
349
$47.9K 0.01%
198
350
$47.8K 0.01%
+1,627
12 13
14
15 16