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
801
$6K ﹤0.01%
129
802
$6K ﹤0.01%
+63
803
$6K ﹤0.01%
172
804
$6K ﹤0.01%
56
805
$5K ﹤0.01%
66
806
$5K ﹤0.01%
+32
807
$5K ﹤0.01%
100
808
$5K ﹤0.01%
+36
809
$5K ﹤0.01%
+52
810
$5K ﹤0.01%
+18
811
$5K ﹤0.01%
+75
812
$5K ﹤0.01%
132
-602
813
$5K ﹤0.01%
133
814
$5K ﹤0.01%
112
815
$5K ﹤0.01%
57
+56
816
$5K ﹤0.01%
76
817
$5K ﹤0.01%
+113
818
$5K ﹤0.01%
+133
819
$5K ﹤0.01%
+40
820
$5K ﹤0.01%
+13
821
$5K ﹤0.01%
+54
822
$5K ﹤0.01%
+168
823
$5K ﹤0.01%
+154
824
$5K ﹤0.01%
+97
825
$5K ﹤0.01%
+52
31 32
33
34 35