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
551
$20K ﹤0.01%
735
552
$20K ﹤0.01%
136
-445
553
$20K ﹤0.01%
+507
554
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218
+61
555
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224
556
$20K ﹤0.01%
1,077
+223
557
$20K ﹤0.01%
321
-779
558
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330
559
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+150
560
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628
+16
561
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562
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346
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563
$20K ﹤0.01%
+150
564
$20K ﹤0.01%
595
565
$20K ﹤0.01%
1,493
-120
566
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567
$19K ﹤0.01%
24
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568
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569
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570
$19K ﹤0.01%
246
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571
$19K ﹤0.01%
1,000
572
$19K ﹤0.01%
765
573
$19K ﹤0.01%
144
574
$19K ﹤0.01%
250
575
$19K ﹤0.01%
202
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