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
426
$31.5K ﹤0.01%
306
+60
427
$31.3K ﹤0.01%
+788
428
$31K ﹤0.01%
+200
429
$31K ﹤0.01%
428
430
$30.6K ﹤0.01%
57
+54
431
$30.5K ﹤0.01%
+350
432
$30.5K ﹤0.01%
536
433
$30.4K ﹤0.01%
74
434
$30.3K ﹤0.01%
1,072
435
$30.3K ﹤0.01%
707
436
$30.2K ﹤0.01%
1,176
437
$30.2K ﹤0.01%
1,610
438
$30.1K ﹤0.01%
1,062
439
$29.6K ﹤0.01%
329
-1,089
440
$29K ﹤0.01%
330
441
$28.9K ﹤0.01%
584
442
$28.8K ﹤0.01%
284
+58
443
$28.8K ﹤0.01%
329
-19
444
$28.7K ﹤0.01%
100
445
$28.6K ﹤0.01%
328
446
$28.3K ﹤0.01%
766
447
$28K ﹤0.01%
113
-13
448
$27.8K ﹤0.01%
1,284
449
$27.7K ﹤0.01%
150
450
$27.7K ﹤0.01%
2,100
+100
16 17
18
19 20