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
526
$8K ﹤0.01%
255
+5
527
$8K ﹤0.01%
190
528
$8K ﹤0.01%
80
-2,975
529
$8K ﹤0.01%
382
-344
530
$8K ﹤0.01%
730
531
$8K ﹤0.01%
146
532
$8K ﹤0.01%
957
-495
533
$8K ﹤0.01%
209
-11
534
$8K ﹤0.01%
64
+1
535
$8K ﹤0.01%
75
536
$8K ﹤0.01%
+137
537
$8K ﹤0.01%
260
538
$8K ﹤0.01%
268
+237
539
$8K ﹤0.01%
173
-1,074
540
$8K ﹤0.01%
+76
541
$7K ﹤0.01%
1,473
542
$7K ﹤0.01%
+140
543
$7K ﹤0.01%
166
+18
544
$7K ﹤0.01%
23
-6
545
$7K ﹤0.01%
+67
546
$7K ﹤0.01%
+189
547
$7K ﹤0.01%
165
-521
548
$7K ﹤0.01%
206
549
$7K ﹤0.01%
2,294
+297
550
$7K ﹤0.01%
241
+26
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22
23 24