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
951
$1K ﹤0.01%
+17
952
$1K ﹤0.01%
11
953
$1K ﹤0.01%
65
954
$1K ﹤0.01%
+14
955
$1K ﹤0.01%
40
956
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+6
957
$1K ﹤0.01%
+29
958
$1K ﹤0.01%
27
959
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+11
960
$1K ﹤0.01%
+42
961
$1K ﹤0.01%
+6
962
$1K ﹤0.01%
+30
963
$1K ﹤0.01%
+9
964
$1K ﹤0.01%
22
-124
965
$1K ﹤0.01%
+35
966
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11
967
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+11
968
$1K ﹤0.01%
+15
969
$1K ﹤0.01%
150
970
$1K ﹤0.01%
11
-16
971
$1K ﹤0.01%
11
+4
972
$1K ﹤0.01%
+10
973
$1K ﹤0.01%
6
974
$1K ﹤0.01%
+12
975
$1K ﹤0.01%
197
37 38
39
40 41