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
551
$14.3K ﹤0.01%
150
552
$14.3K ﹤0.01%
1,000
+502
553
$14.2K ﹤0.01%
52
+17
554
$14.2K ﹤0.01%
396
+93
555
$14.1K ﹤0.01%
1,012
556
$14.1K ﹤0.01%
27
557
$14K ﹤0.01%
90
+14
558
$14K ﹤0.01%
207
559
$13.9K ﹤0.01%
150
560
$13.9K ﹤0.01%
160
561
$13.8K ﹤0.01%
732
562
$13.8K ﹤0.01%
+50
563
$13.7K ﹤0.01%
+80
564
$13.6K ﹤0.01%
103
565
$13.3K ﹤0.01%
161
566
$13.2K ﹤0.01%
172
-115
567
$12.7K ﹤0.01%
48
568
$12.7K ﹤0.01%
38
569
$12.6K ﹤0.01%
+470
570
$12.5K ﹤0.01%
440
+400
571
$12.4K ﹤0.01%
227
-7
572
$12.4K ﹤0.01%
+290
573
$12.4K ﹤0.01%
180
574
$12.4K ﹤0.01%
400
575
$12.4K ﹤0.01%
+328
21 22
23
24 25