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
626
$8.72K ﹤0.01%
172
627
$8.67K ﹤0.01%
142
628
$8.64K ﹤0.01%
200
629
$8.53K ﹤0.01%
287
630
$8.28K ﹤0.01%
+19
631
$8.13K ﹤0.01%
12
-7
632
$8.08K ﹤0.01%
384
633
$8K ﹤0.01%
96
634
$7.91K ﹤0.01%
29
-44
635
$7.89K ﹤0.01%
18
+10
636
$7.8K ﹤0.01%
116
-119
637
$7.77K ﹤0.01%
651
638
$7.64K ﹤0.01%
22
639
$7.57K ﹤0.01%
500
640
$7.55K ﹤0.01%
29
-37
641
$7.55K ﹤0.01%
150
642
$7.51K ﹤0.01%
345
+120
643
$7.5K ﹤0.01%
883
644
$7.5K ﹤0.01%
51
645
$7.44K ﹤0.01%
363
-280
646
$7.44K ﹤0.01%
5,200
647
$7.35K ﹤0.01%
172
-172
648
$7.2K ﹤0.01%
+64
649
$7.13K ﹤0.01%
+552
650
$7.13K ﹤0.01%
120
24 25
26
27 28