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
826
$5K ﹤0.01%
+27
827
$5K ﹤0.01%
107
828
$5K ﹤0.01%
176
829
$5K ﹤0.01%
59
830
$5K ﹤0.01%
10
-20
831
$5K ﹤0.01%
+186
832
$5K ﹤0.01%
18
-92
833
$5K ﹤0.01%
36
834
$5K ﹤0.01%
+207
835
$5K ﹤0.01%
88
+19
836
$5K ﹤0.01%
99
837
$5K ﹤0.01%
105
+61
838
$4K ﹤0.01%
40
-2,218
839
$4K ﹤0.01%
47
+4
840
$4K ﹤0.01%
+10
841
$4K ﹤0.01%
233
842
$4K ﹤0.01%
+21
843
$4K ﹤0.01%
+85
844
$4K ﹤0.01%
+34
845
$4K ﹤0.01%
+70
846
$4K ﹤0.01%
+173
847
$4K ﹤0.01%
170
848
$4K ﹤0.01%
+63
849
$4K ﹤0.01%
+131
850
$4K ﹤0.01%
35
32 33
34
35 36