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
701
$2K ﹤0.01%
31
702
$2K ﹤0.01%
+99
703
$2K ﹤0.01%
28
704
$2K ﹤0.01%
62
705
$2K ﹤0.01%
108
+1
706
$2K ﹤0.01%
28
707
$2K ﹤0.01%
20
708
$2K ﹤0.01%
33
-279
709
$2K ﹤0.01%
150
710
$2K ﹤0.01%
77
711
$2K ﹤0.01%
+500
712
$2K ﹤0.01%
3
713
$2K ﹤0.01%
26
714
$2K ﹤0.01%
42
715
$2K ﹤0.01%
+130
716
$2K ﹤0.01%
48
717
$2K ﹤0.01%
+12
718
$2K ﹤0.01%
60
+48
719
$2K ﹤0.01%
35
720
$1K ﹤0.01%
68
721
$1K ﹤0.01%
23
-52
722
$1K ﹤0.01%
5
-1,168
723
$1K ﹤0.01%
14
724
$1K ﹤0.01%
10
725
$1K ﹤0.01%
25
27 28
29
30 31