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
651
$13K ﹤0.01%
290
652
$13K ﹤0.01%
+300
653
$12K ﹤0.01%
19
+6
654
$12K ﹤0.01%
73
655
$12K ﹤0.01%
283
656
$12K ﹤0.01%
62
-1,863
657
$12K ﹤0.01%
+49
658
$12K ﹤0.01%
+1,123
659
$12K ﹤0.01%
244
660
$12K ﹤0.01%
228
661
$12K ﹤0.01%
554
662
$12K ﹤0.01%
+100
663
$12K ﹤0.01%
1,000
664
$12K ﹤0.01%
74
665
$12K ﹤0.01%
284
666
$12K ﹤0.01%
100
667
$12K ﹤0.01%
+146
668
$11K ﹤0.01%
+74
669
$11K ﹤0.01%
+91
670
$11K ﹤0.01%
100
671
$11K ﹤0.01%
84
+44
672
$11K ﹤0.01%
16
673
$11K ﹤0.01%
+520
674
$11K ﹤0.01%
156
-1,392
675
$11K ﹤0.01%
905
25 26
27
28 29