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
751
$7K ﹤0.01%
120
752
$7K ﹤0.01%
+100
753
$7K ﹤0.01%
90
754
$7K ﹤0.01%
177
-75
755
$7K ﹤0.01%
123
756
$7K ﹤0.01%
50
+22
757
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219
758
$7K ﹤0.01%
87
+22
759
$7K ﹤0.01%
104
760
$7K ﹤0.01%
+120
761
$7K ﹤0.01%
20
-80
762
$7K ﹤0.01%
11
+8
763
$7K ﹤0.01%
126
764
$7K ﹤0.01%
+775
765
$7K ﹤0.01%
467
766
$7K ﹤0.01%
15
-25
767
$7K ﹤0.01%
33
+13
768
$7K ﹤0.01%
1,000
769
$6K ﹤0.01%
+433
770
$6K ﹤0.01%
+176
771
$6K ﹤0.01%
+66
772
$6K ﹤0.01%
38
+12
773
$6K ﹤0.01%
+29
774
$6K ﹤0.01%
68
-46
775
$6K ﹤0.01%
62
-94
29 30
31
32 33