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
676
$11K ﹤0.01%
+64
677
$11K ﹤0.01%
1,300
678
$11K ﹤0.01%
499
-485
679
$11K ﹤0.01%
162
+83
680
$11K ﹤0.01%
382
+342
681
$11K ﹤0.01%
+425
682
$11K ﹤0.01%
400
683
$11K ﹤0.01%
508
684
$11K ﹤0.01%
1,500
685
$10K ﹤0.01%
296
+96
686
$10K ﹤0.01%
120
-19
687
$10K ﹤0.01%
361
+96
688
$10K ﹤0.01%
328
+7
689
$10K ﹤0.01%
141
690
$10K ﹤0.01%
39
+36
691
$10K ﹤0.01%
169
692
$10K ﹤0.01%
264
693
$10K ﹤0.01%
105
694
$9K ﹤0.01%
+291
695
$9K ﹤0.01%
178
696
$9K ﹤0.01%
75
+65
697
$9K ﹤0.01%
97
698
$9K ﹤0.01%
233
699
$9K ﹤0.01%
142
700
$9K ﹤0.01%
153
+110
26 27
28
29 30