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
726
$8K ﹤0.01%
+150
727
$8K ﹤0.01%
621
+162
728
$8K ﹤0.01%
111
729
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160
-38
730
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26
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731
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50
733
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734
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735
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166
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736
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51
-38
737
$8K ﹤0.01%
43
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738
$8K ﹤0.01%
30
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739
$8K ﹤0.01%
+263
740
$8K ﹤0.01%
+153
741
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28
742
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743
$8K ﹤0.01%
200
744
$7K ﹤0.01%
143
745
$7K ﹤0.01%
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746
$7K ﹤0.01%
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747
$7K ﹤0.01%
100
748
$7K ﹤0.01%
118
-132
749
$7K ﹤0.01%
41
+16
750
$7K ﹤0.01%
+29
28 29
30
31 32