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
$931M
AUM Growth
-$26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
969
New
Increased
Reduced
Closed

Top Buys

1
+$21.2M
2
+$7.02M
3
+$3.33M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.01M
5
AVGO icon
Broadcom
AVGO
+$516K

Top Sells

1
+$56.6M
2
+$34.3M
3
+$20.2M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$6.47M
5
YUMC icon
Yum China
YUMC
+$5.74M

Sector Composition

1 Technology 4.35%
2 Financials 2.05%
3 Healthcare 2%
4 Consumer Staples 1.88%
5 Consumer Discretionary 1.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$253K 0.03%
1,375
+194
152
$247K 0.03%
1,395
-60
153
$245K 0.03%
4,226
+2,536
154
$245K 0.03%
2,220
+3
155
$239K 0.03%
2,307
156
$239K 0.03%
3,300
157
$239K 0.03%
1,903
+55
158
$235K 0.03%
+4,571
159
$233K 0.03%
3,150
160
$224K 0.02%
344
-29
161
$219K 0.02%
3,419
-410
162
$219K 0.02%
3,205
163
$218K 0.02%
392
+4
164
$217K 0.02%
10,665
-522
165
$216K 0.02%
3,165
166
$213K 0.02%
280
-176
167
$213K 0.02%
387
168
$212K 0.02%
5,687
+705
169
$211K 0.02%
16,375
170
$210K 0.02%
2,884
+3
171
$207K 0.02%
504
+89
172
$207K 0.02%
+23,052
173
$206K 0.02%
3,335
174
$205K 0.02%
1,722
175
$203K 0.02%
1,026
5 6
7
8 9