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
601
$16K ﹤0.01%
310
602
$16K ﹤0.01%
303
+1
603
$16K ﹤0.01%
97
604
$16K ﹤0.01%
1,000
605
$16K ﹤0.01%
330
+255
606
$16K ﹤0.01%
2,000
607
$16K ﹤0.01%
150
-287
608
$16K ﹤0.01%
1,109
+87
609
$16K ﹤0.01%
200
610
$16K ﹤0.01%
100
-29
611
$16K ﹤0.01%
+1,346
612
$15K ﹤0.01%
216
613
$15K ﹤0.01%
149
-150
614
$15K ﹤0.01%
239
-88
615
$15K ﹤0.01%
95
+19
616
$15K ﹤0.01%
127
617
$15K ﹤0.01%
1,000
618
$14K ﹤0.01%
312
+32
619
$14K ﹤0.01%
528
620
$14K ﹤0.01%
271
+244
621
$14K ﹤0.01%
+337
622
$14K ﹤0.01%
150
623
$14K ﹤0.01%
+60
624
$14K ﹤0.01%
256
-249
625
$14K ﹤0.01%
200
23 24
25
26 27