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
626
$14K ﹤0.01%
1
627
$14K ﹤0.01%
2,825
628
$14K ﹤0.01%
2,443
629
$14K ﹤0.01%
+130
630
$14K ﹤0.01%
256
631
$13K ﹤0.01%
50
632
$13K ﹤0.01%
+56
633
$13K ﹤0.01%
+73
634
$13K ﹤0.01%
237
635
$13K ﹤0.01%
288
636
$13K ﹤0.01%
19
+1
637
$13K ﹤0.01%
85
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638
$13K ﹤0.01%
+718
639
$13K ﹤0.01%
797
-1,014
640
$13K ﹤0.01%
155
-119
641
$13K ﹤0.01%
65
642
$13K ﹤0.01%
400
643
$13K ﹤0.01%
50
644
$13K ﹤0.01%
204
645
$13K ﹤0.01%
+1,900
646
$13K ﹤0.01%
482
+325
647
$13K ﹤0.01%
53
-9
648
$13K ﹤0.01%
111
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649
$13K ﹤0.01%
93
650
$13K ﹤0.01%
560
24 25
26
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