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
$931M
AUM Growth
-$26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
969
New
Increased
Reduced
Closed

Top Buys

1
+$21.2M
2
+$7.02M
3
+$3.33M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.01M
5
AVGO icon
Broadcom
AVGO
+$516K

Top Sells

1
+$56.6M
2
+$34.3M
3
+$20.2M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$6.47M
5
YUMC icon
Yum China
YUMC
+$5.74M

Sector Composition

1 Technology 4.35%
2 Financials 2.05%
3 Healthcare 2%
4 Consumer Staples 1.88%
5 Consumer Discretionary 1.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$17.1K ﹤0.01%
1,220
527
$16.8K ﹤0.01%
+338
528
$16.6K ﹤0.01%
214
529
$16.5K ﹤0.01%
+666
530
$16.5K ﹤0.01%
17
+7
531
$16.4K ﹤0.01%
300
532
$16.1K ﹤0.01%
87
533
$16K ﹤0.01%
+313
534
$15.9K ﹤0.01%
200
535
$15.8K ﹤0.01%
151
536
$15.6K ﹤0.01%
638
-168
537
$15.6K ﹤0.01%
318
538
$15.6K ﹤0.01%
310
539
$15.6K ﹤0.01%
200
-112
540
$15.4K ﹤0.01%
134
541
$15.3K ﹤0.01%
+389
542
$15.2K ﹤0.01%
+511
543
$15.2K ﹤0.01%
905
544
$15.1K ﹤0.01%
481
545
$15K ﹤0.01%
183
-3
546
$14.7K ﹤0.01%
504
547
$14.6K ﹤0.01%
+594
548
$14.5K ﹤0.01%
4
-2
549
$14.4K ﹤0.01%
149
550
$14.4K ﹤0.01%
892
20 21
22
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