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
$611M
AUM Growth
+$161M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,156
New
Increased
Reduced
Closed

Top Buys

1
+$51.6M
2
+$38.1M
3
+$14.2M
4
YUM icon
Yum! Brands
YUM
+$9.72M
5
VXF icon
Vanguard Extended Market ETF
VXF
+$7.48M

Top Sells

1
+$1.52M
2
+$1.3M
3
+$1.14M
4
OEF icon
iShares S&P 100 ETF
OEF
+$1.07M
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$896K

Sector Composition

1 Consumer Staples 19.8%
2 Consumer Discretionary 9.51%
3 Healthcare 7.45%
4 Technology 6.71%
5 Financials 5.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$41K 0.01%
464
-1,089
402
$41K 0.01%
267
+105
403
$41K 0.01%
630
404
$41K 0.01%
3,946
+15
405
$41K 0.01%
117
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406
$41K 0.01%
162
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407
$41K 0.01%
136
408
$41K 0.01%
69
+8
409
$40K 0.01%
4,503
410
$40K 0.01%
560
+540
411
$39K 0.01%
134
+20
412
$39K 0.01%
930
413
$38K 0.01%
240
414
$38K 0.01%
183
-785
415
$38K 0.01%
328
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416
$38K 0.01%
226
417
$37K 0.01%
519
418
$37K 0.01%
456
+2
419
$37K 0.01%
420
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420
$37K 0.01%
688
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421
$37K 0.01%
178
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422
$37K 0.01%
202
423
$36K 0.01%
648
-240
424
$36K 0.01%
501
425
$36K 0.01%
300
15 16
17
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