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
626
$4K ﹤0.01%
163
627
$4K ﹤0.01%
62
628
$4K ﹤0.01%
20
629
$4K ﹤0.01%
179
+60
630
$3K ﹤0.01%
+53
631
$3K ﹤0.01%
+27
632
$3K ﹤0.01%
8
633
$3K ﹤0.01%
48
634
$3K ﹤0.01%
71
635
$3K ﹤0.01%
61
-100
636
$3K ﹤0.01%
+33
637
$3K ﹤0.01%
230
+3
638
$3K ﹤0.01%
1,000
639
$3K ﹤0.01%
54
640
$3K ﹤0.01%
+162
641
$3K ﹤0.01%
+48
642
$3K ﹤0.01%
237
643
$3K ﹤0.01%
+32
644
$3K ﹤0.01%
+19
645
$3K ﹤0.01%
18
646
$3K ﹤0.01%
+51
647
$3K ﹤0.01%
+37
648
$3K ﹤0.01%
165
-123
649
$3K ﹤0.01%
59
650
$3K ﹤0.01%
59
24 25
26
27 28