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
676
$2K ﹤0.01%
37
677
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17
678
$2K ﹤0.01%
48
-437
679
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25
-289
680
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56
681
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+23
682
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17
-8
683
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137
684
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40
685
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686
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100
687
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48
688
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+77
689
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20
690
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31
691
$2K ﹤0.01%
22
692
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161
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693
$2K ﹤0.01%
38
694
$2K ﹤0.01%
+72
695
$2K ﹤0.01%
242
696
$2K ﹤0.01%
+106
697
$2K ﹤0.01%
+69
698
$2K ﹤0.01%
120
699
$2K ﹤0.01%
73
700
$2K ﹤0.01%
50
26 27
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29 30