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
451
$21.8K ﹤0.01%
800
452
$21.7K ﹤0.01%
79
453
$21K ﹤0.01%
435
+20
454
$20.8K ﹤0.01%
338
455
$20.7K ﹤0.01%
72
+6
456
$20.7K ﹤0.01%
88
457
$20.6K ﹤0.01%
1,135
458
$20.4K ﹤0.01%
41
-2
459
$20.4K ﹤0.01%
895
460
$20.1K ﹤0.01%
1,468
461
$20.1K ﹤0.01%
+226
462
$20.1K ﹤0.01%
164
463
$20.1K ﹤0.01%
70
464
$20K ﹤0.01%
546
465
$19.9K ﹤0.01%
595
466
$19.6K ﹤0.01%
14,000
467
$19.6K ﹤0.01%
193
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468
$19.5K ﹤0.01%
497
469
$19.3K ﹤0.01%
150
470
$19K ﹤0.01%
255
471
$18.9K ﹤0.01%
6,230
472
$18.9K ﹤0.01%
202
473
$18.7K ﹤0.01%
54
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474
$18.5K ﹤0.01%
411
-362
475
$18.5K ﹤0.01%
117
17 18
19
20 21