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
$931M
AUM Growth
-$26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
969
New
Increased
Reduced
Closed

Top Buys

1
+$21.2M
2
+$7.02M
3
+$3.33M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.01M
5
AVGO icon
Broadcom
AVGO
+$516K

Top Sells

1
+$56.6M
2
+$34.3M
3
+$20.2M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$6.47M
5
YUMC icon
Yum China
YUMC
+$5.74M

Sector Composition

1 Technology 4.35%
2 Financials 2.05%
3 Healthcare 2%
4 Consumer Staples 1.88%
5 Consumer Discretionary 1.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$2.58K ﹤0.01%
17
752
$2.58K ﹤0.01%
350
753
$2.57K ﹤0.01%
140
+2
754
$2.51K ﹤0.01%
134
755
$2.46K ﹤0.01%
508
756
$2.36K ﹤0.01%
55
757
$2.35K ﹤0.01%
36
758
$2.34K ﹤0.01%
82
-3
759
$2.27K ﹤0.01%
+507
760
$2.25K ﹤0.01%
44
761
$2.21K ﹤0.01%
44
762
$2.17K ﹤0.01%
57
763
$2.17K ﹤0.01%
8
764
$2.14K ﹤0.01%
80
-76
765
$2.07K ﹤0.01%
8
-20
766
$2.06K ﹤0.01%
166
767
$2.03K ﹤0.01%
48
768
$2.02K ﹤0.01%
20
-50
769
$2.01K ﹤0.01%
52
770
$1.97K ﹤0.01%
+434
771
$1.92K ﹤0.01%
31
-23
772
$1.91K ﹤0.01%
+33
773
$1.7K ﹤0.01%
52
+50
774
$1.58K ﹤0.01%
100
775
$1.57K ﹤0.01%
72
29 30
31
32 33