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
351
$47.8K 0.01%
474
352
$47.1K 0.01%
546
353
$47.1K 0.01%
+1,588
354
$46.7K 0.01%
1,574
+1,265
355
$46.6K 0.01%
158
+58
356
$46.4K 0.01%
539
357
$46.3K 0.01%
968
358
$46.3K 0.01%
1,109
+490
359
$46.1K 0.01%
600
+400
360
$45.9K ﹤0.01%
2,192
-3,025
361
$45.5K ﹤0.01%
320
+12
362
$45.4K ﹤0.01%
266
-19
363
$45.2K ﹤0.01%
+3,757
364
$45.2K ﹤0.01%
141
-9
365
$45.1K ﹤0.01%
+8,311
366
$45.1K ﹤0.01%
148
367
$45.1K ﹤0.01%
310
368
$44.9K ﹤0.01%
765
369
$44.8K ﹤0.01%
+80
370
$44.7K ﹤0.01%
+6,589
371
$44.5K ﹤0.01%
342
+16
372
$44.2K ﹤0.01%
+828
373
$44.1K ﹤0.01%
97
-54
374
$44K ﹤0.01%
510
-14
375
$43.7K ﹤0.01%
300
13 14
15
16 17