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
$611M
AUM Growth
+$161M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,156
New
Increased
Reduced
Closed

Top Buys

1
+$51.6M
2
+$38.1M
3
+$14.2M
4
YUM icon
Yum! Brands
YUM
+$9.72M
5
VXF icon
Vanguard Extended Market ETF
VXF
+$7.48M

Top Sells

1
+$1.52M
2
+$1.3M
3
+$1.14M
4
OEF icon
iShares S&P 100 ETF
OEF
+$1.07M
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$896K

Sector Composition

1 Consumer Staples 19.8%
2 Consumer Discretionary 9.51%
3 Healthcare 7.45%
4 Technology 6.71%
5 Financials 5.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$28K ﹤0.01%
100
-155
477
$28K ﹤0.01%
70
-119
478
$28K ﹤0.01%
699
+178
479
$28K ﹤0.01%
642
+5
480
$28K ﹤0.01%
336
481
$28K ﹤0.01%
+240
482
$28K ﹤0.01%
+1,284
483
$28K ﹤0.01%
318
-4,093
484
$28K ﹤0.01%
650
-50
485
$27K ﹤0.01%
13
+3
486
$27K ﹤0.01%
457
487
$27K ﹤0.01%
510
488
$27K ﹤0.01%
+1,118
489
$27K ﹤0.01%
2,286
490
$27K ﹤0.01%
1,468
491
$27K ﹤0.01%
717
492
$26K ﹤0.01%
158
-263
493
$26K ﹤0.01%
271
494
$26K ﹤0.01%
190
-73
495
$26K ﹤0.01%
+640
496
$26K ﹤0.01%
800
497
$26K ﹤0.01%
507
+67
498
$26K ﹤0.01%
377
499
$26K ﹤0.01%
+260
500
$26K ﹤0.01%
100
18 19
20
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