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
776
$6K ﹤0.01%
65
777
$6K ﹤0.01%
+85
778
$6K ﹤0.01%
+54
779
$6K ﹤0.01%
16
780
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57
+29
781
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954
782
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783
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784
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55
785
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786
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34
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787
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788
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24
-301
789
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790
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102
-813
791
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792
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793
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651
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794
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10
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795
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+16
796
$6K ﹤0.01%
43
797
$6K ﹤0.01%
125
798
$6K ﹤0.01%
892
799
$6K ﹤0.01%
+16
800
$6K ﹤0.01%
+50
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