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
601
$10.3K ﹤0.01%
82
602
$10K ﹤0.01%
800
-100
603
$9.92K ﹤0.01%
126
604
$9.85K ﹤0.01%
+550
605
$9.82K ﹤0.01%
66
-275
606
$9.81K ﹤0.01%
46
-11
607
$9.74K ﹤0.01%
+500
608
$9.69K ﹤0.01%
+218
609
$9.68K ﹤0.01%
100
610
$9.68K ﹤0.01%
65
+39
611
$9.66K ﹤0.01%
+520
612
$9.64K ﹤0.01%
520
613
$9.57K ﹤0.01%
20
-7,164
614
$9.33K ﹤0.01%
+199
615
$9.27K ﹤0.01%
1,135
616
$9.23K ﹤0.01%
773
617
$9.14K ﹤0.01%
75
618
$9.11K ﹤0.01%
+172
619
$9.07K ﹤0.01%
300
620
$9.03K ﹤0.01%
1,000
621
$8.96K ﹤0.01%
+520
622
$8.86K ﹤0.01%
139
623
$8.79K ﹤0.01%
72
624
$8.77K ﹤0.01%
289
625
$8.73K ﹤0.01%
+175
23 24
25
26 27