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
651
$3K ﹤0.01%
156
652
$3K ﹤0.01%
100
653
$3K ﹤0.01%
27
654
$3K ﹤0.01%
17
-49
655
$3K ﹤0.01%
71
-24
656
$3K ﹤0.01%
137
657
$3K ﹤0.01%
53
658
$3K ﹤0.01%
25
-285
659
$3K ﹤0.01%
18
660
$3K ﹤0.01%
108
+1
661
$3K ﹤0.01%
30
-21
662
$3K ﹤0.01%
+37
663
$3K ﹤0.01%
22
-6
664
$3K ﹤0.01%
48
665
$3K ﹤0.01%
200
666
$3K ﹤0.01%
54
667
$3K ﹤0.01%
18
-7
668
$3K ﹤0.01%
32
669
$3K ﹤0.01%
48
670
$3K ﹤0.01%
87
671
$3K ﹤0.01%
625
672
$3K ﹤0.01%
17
-47
673
$2K ﹤0.01%
49
674
$2K ﹤0.01%
57
675
$2K ﹤0.01%
67
+22
25 26
27
28 29