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
501
$25K ﹤0.01%
2,033
502
$25K ﹤0.01%
124
+38
503
$25K ﹤0.01%
1,175
504
$25K ﹤0.01%
355
+200
505
$25K ﹤0.01%
+240
506
$25K ﹤0.01%
542
507
$25K ﹤0.01%
536
508
$24K ﹤0.01%
+794
509
$24K ﹤0.01%
1,248
510
$24K ﹤0.01%
800
511
$24K ﹤0.01%
351
+100
512
$24K ﹤0.01%
+246
513
$24K ﹤0.01%
198
514
$24K ﹤0.01%
300
-147
515
$24K ﹤0.01%
74
516
$24K ﹤0.01%
+240
517
$24K ﹤0.01%
336
518
$24K ﹤0.01%
500
-500
519
$24K ﹤0.01%
+226
520
$24K ﹤0.01%
14,000
521
$23K ﹤0.01%
1,191
522
$23K ﹤0.01%
88
-2
523
$23K ﹤0.01%
77
524
$23K ﹤0.01%
579
+8
525
$23K ﹤0.01%
+61
19 20
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