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
$307M
AUM Growth
+$111M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
893
New
Increased
Reduced
Closed

Top Buys

1
+$46.5M
2
+$22.9M
3
+$17.4M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$10.5M
5
YUMC icon
Yum China
YUMC
+$9.7M

Top Sells

1
+$1.66M
2
+$802K
3
+$718K
4
AAPL icon
Apple
AAPL
+$649K
5
JBLU icon
JetBlue
JBLU
+$569K

Sector Composition

1 Consumer Staples 19.7%
2 Consumer Discretionary 12.78%
3 Healthcare 10.94%
4 Technology 5.91%
5 Utilities 5.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$12K ﹤0.01%
307
+112
477
$12K ﹤0.01%
50
478
$12K ﹤0.01%
323
479
$12K ﹤0.01%
63
-13
480
$12K ﹤0.01%
111
+16
481
$12K ﹤0.01%
213
+4
482
$11K ﹤0.01%
528
483
$11K ﹤0.01%
108
-25
484
$11K ﹤0.01%
199
485
$11K ﹤0.01%
188
486
$11K ﹤0.01%
+582
487
$10K ﹤0.01%
2,825
488
$10K ﹤0.01%
40
-6
489
$10K ﹤0.01%
43
-111
490
$10K ﹤0.01%
214
-28
491
$10K ﹤0.01%
50
-50
492
$10K ﹤0.01%
1,429
493
$10K ﹤0.01%
+500
494
$10K ﹤0.01%
95
-367
495
$10K ﹤0.01%
136
+20
496
$10K ﹤0.01%
850
+145
497
$10K ﹤0.01%
57
+1
498
$10K ﹤0.01%
+785
499
$10K ﹤0.01%
217
-28
500
$9K ﹤0.01%
129
+102
18 19
20
21 22