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
876
$3K ﹤0.01%
+37
877
$3K ﹤0.01%
166
878
$3K ﹤0.01%
28
879
$3K ﹤0.01%
22
880
$3K ﹤0.01%
6
881
$3K ﹤0.01%
57
882
$3K ﹤0.01%
+32
883
$3K ﹤0.01%
+192
884
$3K ﹤0.01%
+200
885
$3K ﹤0.01%
+39
886
$3K ﹤0.01%
2
887
$3K ﹤0.01%
20
888
$3K ﹤0.01%
6
-856
889
$3K ﹤0.01%
+144
890
$3K ﹤0.01%
+87
891
$3K ﹤0.01%
7
-25
892
$3K ﹤0.01%
370
-370
893
$3K ﹤0.01%
+1,100
894
$3K ﹤0.01%
+184
895
$3K ﹤0.01%
+10
896
$3K ﹤0.01%
+83
897
$3K ﹤0.01%
14
898
$3K ﹤0.01%
+24
899
$3K ﹤0.01%
+18
900
$3K ﹤0.01%
+20
34 35
36
37 38