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
$307M
AUM Growth
+$111M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
893
New
Increased
Reduced
Closed

Top Buys

1
+$46.5M
2
+$22.9M
3
+$17.4M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$10.5M
5
YUMC icon
Yum China
YUMC
+$9.7M

Top Sells

1
+$1.66M
2
+$802K
3
+$718K
4
AAPL icon
Apple
AAPL
+$649K
5
JBLU icon
JetBlue
JBLU
+$569K

Sector Composition

1 Consumer Staples 19.7%
2 Consumer Discretionary 12.78%
3 Healthcare 10.94%
4 Technology 5.91%
5 Utilities 5.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$6K ﹤0.01%
586
+89
577
$6K ﹤0.01%
54
+2
578
$6K ﹤0.01%
100
579
$5K ﹤0.01%
65
-33
580
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+6
581
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208
582
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202
583
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+102
584
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147
-496
585
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106
586
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51
+1
587
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+330
588
$5K ﹤0.01%
12
-474
589
$5K ﹤0.01%
+347
590
$5K ﹤0.01%
1,050
591
$5K ﹤0.01%
250
592
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120
593
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65
+30
594
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+179
595
$5K ﹤0.01%
200
-629
596
$5K ﹤0.01%
59
597
$5K ﹤0.01%
160
+1
598
$5K ﹤0.01%
16
599
$5K ﹤0.01%
200
600
$5K ﹤0.01%
200
22 23
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