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
451
$27.6K ﹤0.01%
7,800
452
$27.2K ﹤0.01%
65
453
$27.1K ﹤0.01%
298
-65
454
$27K ﹤0.01%
420
455
$26.8K ﹤0.01%
631
456
$26.7K ﹤0.01%
150
457
$26.5K ﹤0.01%
165
458
$26.2K ﹤0.01%
750
459
$25.9K ﹤0.01%
133
+8
460
$25.7K ﹤0.01%
563
-245
461
$25.4K ﹤0.01%
472
+400
462
$25.4K ﹤0.01%
216
-14
463
$25.2K ﹤0.01%
8
-1
464
$25.1K ﹤0.01%
374
+83
465
$25K ﹤0.01%
255
466
$24.9K ﹤0.01%
251
+75
467
$24.8K ﹤0.01%
202
468
$24.5K ﹤0.01%
351
-42
469
$24.3K ﹤0.01%
+478
470
$24.3K ﹤0.01%
175
+148
471
$24.2K ﹤0.01%
181
-33
472
$24.2K ﹤0.01%
+1,693
473
$24.1K ﹤0.01%
540
-710
474
$24K ﹤0.01%
83
+50
475
$24K ﹤0.01%
42
-10
17 18
19
20 21