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
851
$4K ﹤0.01%
+131
852
$4K ﹤0.01%
56
-74
853
$4K ﹤0.01%
+109
854
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15
855
$4K ﹤0.01%
1,000
856
$4K ﹤0.01%
+22
857
$4K ﹤0.01%
+39
858
$4K ﹤0.01%
+69
859
$4K ﹤0.01%
+60
860
$4K ﹤0.01%
54
-276
861
$4K ﹤0.01%
101
862
$4K ﹤0.01%
+183
863
$4K ﹤0.01%
+36
864
$4K ﹤0.01%
72
-300
865
$4K ﹤0.01%
46
+26
866
$4K ﹤0.01%
69
867
$4K ﹤0.01%
+107
868
$4K ﹤0.01%
13
869
$4K ﹤0.01%
500
870
$4K ﹤0.01%
+191
871
$4K ﹤0.01%
70
872
$3K ﹤0.01%
350
-100
873
$3K ﹤0.01%
+85
874
$3K ﹤0.01%
49
875
$3K ﹤0.01%
68
33 34
35
36 37