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
351
$37K 0.01%
2,063
352
$36K 0.01%
356
+127
353
$36K 0.01%
183
354
$36K 0.01%
638
355
$36K 0.01%
1,000
356
$36K 0.01%
1,106
357
$36K 0.01%
280
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358
$35K 0.01%
+440
359
$35K 0.01%
86
-3
360
$35K 0.01%
1,468
361
$35K 0.01%
1,275
362
$34K 0.01%
644
-89
363
$34K 0.01%
264
364
$34K 0.01%
108
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365
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604
-4,316
366
$33K 0.01%
567
367
$33K 0.01%
353
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368
$33K 0.01%
306
369
$33K 0.01%
+1,000
370
$32K 0.01%
750
371
$32K 0.01%
1,785
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372
$32K 0.01%
372
373
$31K 0.01%
434
-181
374
$31K 0.01%
349
-22
375
$31K 0.01%
1,732
13 14
15
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