PMFA

Plante Moran Financial Advisors Portfolio holdings

AUM $1.55B
1-Year Est. Return 17.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.59B
AUM Growth
+$169M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
878
New
Increased
Reduced
Closed

Top Buys

1
+$56.8M
2
+$9.81M
3
+$5.17M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.38M
5
JNJ icon
Johnson & Johnson
JNJ
+$1.11M

Top Sells

1
+$3.16M
2
+$2.79M
3
+$1.9M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$1.84M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.4M

Sector Composition

1 Technology 2.22%
2 Financials 1.08%
3 Consumer Discretionary 0.81%
4 Healthcare 0.74%
5 Communication Services 0.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$2.86K ﹤0.01%
73
652
$2.77K ﹤0.01%
39
653
$2.77K ﹤0.01%
+15
654
$2.75K ﹤0.01%
+8
655
$2.74K ﹤0.01%
301
-45
656
$2.72K ﹤0.01%
10
657
$2.66K ﹤0.01%
+33
658
$2.63K ﹤0.01%
+20
659
$2.56K ﹤0.01%
104
660
$2.55K ﹤0.01%
+63
661
$2.55K ﹤0.01%
+15
662
$2.5K ﹤0.01%
+24
663
$2.49K ﹤0.01%
+12
664
$2.48K ﹤0.01%
408
665
$2.38K ﹤0.01%
17
666
$2.35K ﹤0.01%
+3
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$2.32K ﹤0.01%
29
-29
668
$2.27K ﹤0.01%
+13
669
$2.27K ﹤0.01%
+28
670
$2.18K ﹤0.01%
50
671
$2.17K ﹤0.01%
+4
672
$2.15K ﹤0.01%
+172
673
$2.14K ﹤0.01%
+33
674
$2.02K ﹤0.01%
+18
675
$2.01K ﹤0.01%
229
25 26
27
28 29