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
526
$23K ﹤0.01%
100
527
$23K ﹤0.01%
+581
528
$23K ﹤0.01%
141
+21
529
$23K ﹤0.01%
250
-50
530
$23K ﹤0.01%
56
+29
531
$23K ﹤0.01%
631
532
$23K ﹤0.01%
102
+22
533
$23K ﹤0.01%
1,271
+158
534
$23K ﹤0.01%
182
-233
535
$22K ﹤0.01%
87
536
$22K ﹤0.01%
29
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537
$22K ﹤0.01%
696
-214
538
$22K ﹤0.01%
1,422
+372
539
$22K ﹤0.01%
580
+280
540
$22K ﹤0.01%
+57
541
$22K ﹤0.01%
41
542
$22K ﹤0.01%
200
543
$22K ﹤0.01%
1,000
544
$21K ﹤0.01%
1,022
545
$21K ﹤0.01%
81
-969
546
$21K ﹤0.01%
416
547
$21K ﹤0.01%
154
+133
548
$21K ﹤0.01%
600
+350
549
$21K ﹤0.01%
251
550
$21K ﹤0.01%
690
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20 21
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23 24