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
901
$3K ﹤0.01%
+13
902
$3K ﹤0.01%
500
903
$3K ﹤0.01%
+284
904
$3K ﹤0.01%
+123
905
$3K ﹤0.01%
+4
906
$2K ﹤0.01%
+68
907
$2K ﹤0.01%
+24
908
$2K ﹤0.01%
+422
909
$2K ﹤0.01%
+46
910
$2K ﹤0.01%
37
911
$2K ﹤0.01%
+20
912
$2K ﹤0.01%
40
913
$2K ﹤0.01%
14
914
$2K ﹤0.01%
31
915
$2K ﹤0.01%
+7
916
$2K ﹤0.01%
+30
917
$2K ﹤0.01%
28
918
$2K ﹤0.01%
+222
919
$2K ﹤0.01%
151
+144
920
$2K ﹤0.01%
+60
921
$2K ﹤0.01%
54
922
$2K ﹤0.01%
28
923
$2K ﹤0.01%
+10
924
$2K ﹤0.01%
47
925
$2K ﹤0.01%
435
35 36
37
38 39