PMFA

Plante Moran Financial Advisors Portfolio holdings

AUM $1.55B
1-Year Est. Return 17.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.59B
AUM Growth
+$169M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
878
New
Increased
Reduced
Closed

Top Buys

1
+$56.8M
2
+$9.81M
3
+$5.17M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.38M
5
JNJ icon
Johnson & Johnson
JNJ
+$1.11M

Top Sells

1
+$3.16M
2
+$2.79M
3
+$1.9M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$1.84M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.4M

Sector Composition

1 Technology 2.22%
2 Financials 1.08%
3 Consumer Discretionary 0.81%
4 Healthcare 0.74%
5 Communication Services 0.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$27.3K ﹤0.01%
132
427
$27.2K ﹤0.01%
490
428
$27K ﹤0.01%
359
+71
429
$26.9K ﹤0.01%
343
+10
430
$26.8K ﹤0.01%
405
-500
431
$26.2K ﹤0.01%
144
432
$25.9K ﹤0.01%
1,823
+11
433
$25.8K ﹤0.01%
200
434
$25.2K ﹤0.01%
65
435
$25.2K ﹤0.01%
649
436
$25.1K ﹤0.01%
188
437
$25K ﹤0.01%
226
438
$24.7K ﹤0.01%
80
439
$24.5K ﹤0.01%
500
440
$24.4K ﹤0.01%
280
-1,236
441
$24.3K ﹤0.01%
77
442
$24.3K ﹤0.01%
86
+29
443
$24.2K ﹤0.01%
+782
444
$23.9K ﹤0.01%
330
445
$23.6K ﹤0.01%
740
446
$23.6K ﹤0.01%
139
+22
447
$22.8K ﹤0.01%
493
-20
448
$22.2K ﹤0.01%
100
449
$22.1K ﹤0.01%
237
-264
450
$21.9K ﹤0.01%
165
16 17
18
19 20