PMFA
Plante Moran Financial Advisors Portfolio holdings
AUM
$1.42B
1-Year Return
13.8%
This Quarter Return
+12.89%
1 Year Return
+13.8%
3 Year Return
+55.88%
5 Year Return
+100.06%
10 Year Return
+234.83%
AUM
$324M
AUM Growth
+$39.2M
(+14%)
Cap. Flow
+$6.16M
Cap. Flow
% of AUM
1.9%
Top 10 Holdings %
Top 10 Hldgs %
55.09%
Holding
1,087
New
184
Increased
208
Reduced
204
Closed
137
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
+$10.5M |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$5.28M |
| 3 |
Vanguard Extended Market ETF
VXF
|
+$1.88M |
| 4 |
Amazon
AMZN
|
+$1.16M |
| 5 |
Skyworks Solutions
SWKS
|
+$656K |
Top Sells
| 1 |
Apple
AAPL
|
+$3.46M |
| 2 |
PepsiCo
PEP
|
+$2.66M |
| 3 |
Schwab US Broad Market ETF
SCHB
|
+$2.37M |
| 4 |
Yum! Brands
YUM
|
+$1.53M |
| 5 |
Microsoft
MSFT
|
+$728K |
Sector Composition
| 1 | Consumer Staples | 19.82% |
| 2 | Healthcare | 13.21% |
| 3 | Consumer Discretionary | 12.61% |
| 4 | Technology | 9.52% |
| 5 | Financials | 7.77% |
