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
576
$12.2K ﹤0.01%
50
577
$12.2K ﹤0.01%
73
578
$12.1K ﹤0.01%
+514
579
$12K ﹤0.01%
1,346
580
$12K ﹤0.01%
150
581
$11.7K ﹤0.01%
120
-80
582
$11.6K ﹤0.01%
366
583
$11.5K ﹤0.01%
181
584
$11.4K ﹤0.01%
216
585
$11.4K ﹤0.01%
347
+286
586
$11.4K ﹤0.01%
180
-4,054
587
$11.4K ﹤0.01%
525
+325
588
$11.3K ﹤0.01%
134
589
$11.3K ﹤0.01%
39
590
$11.3K ﹤0.01%
99
591
$11.3K ﹤0.01%
432
+92
592
$11.2K ﹤0.01%
551
+332
593
$10.9K ﹤0.01%
130
+83
594
$10.8K ﹤0.01%
2,400
595
$10.8K ﹤0.01%
30
-1
596
$10.7K ﹤0.01%
2,443
597
$10.7K ﹤0.01%
17
-1
598
$10.5K ﹤0.01%
1,300
599
$10.5K ﹤0.01%
+500
600
$10.4K ﹤0.01%
89
22 23
24
25 26