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
501
$9K ﹤0.01%
604
502
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503
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504
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505
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112
506
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243
+53
507
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726
508
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+706
509
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77
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510
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511
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512
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510
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541
+25
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+182
515
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450
516
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132
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517
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348
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518
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$8K ﹤0.01%
109
521
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+203
522
$8K ﹤0.01%
264
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523
$8K ﹤0.01%
59
+31
524
$8K ﹤0.01%
139
+29
525
$8K ﹤0.01%
323
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