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
$1.16B
AUM Growth
-$41.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,004
New
Increased
Reduced
Closed

Top Buys

1
+$21.6M
2
+$15.9M
3
+$915K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$477K
5
XPO icon
XPO
XPO
+$275K

Top Sells

1
+$6.75M
2
+$4.83M
3
+$2.79M
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$2.16M
5
MCD icon
McDonald's
MCD
+$2M

Sector Composition

1 Technology 3.27%
2 Financials 1.67%
3 Consumer Discretionary 1.11%
4 Consumer Staples 1.07%
5 Healthcare 0.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$113K 0.01%
488
-15
227
$113K 0.01%
630
+320
228
$112K 0.01%
1,018
+134
229
$111K 0.01%
1,184
230
$111K 0.01%
1,160
-46
231
$109K 0.01%
1,753
232
$109K 0.01%
13,417
-241
233
$107K 0.01%
765
-63
234
$107K 0.01%
530
+139
235
$106K 0.01%
869
-667
236
$105K 0.01%
3,073
237
$105K 0.01%
240
238
$105K 0.01%
900
239
$101K 0.01%
484
-11
240
$101K 0.01%
1,687
-100
241
$99.9K 0.01%
556
-78
242
$99.2K 0.01%
824
243
$99K 0.01%
4,226
-520
244
$99K 0.01%
675
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245
$98.1K 0.01%
4,318
-3,547
246
$97.6K 0.01%
1,538
+110
247
$96.8K 0.01%
2,134
-405
248
$96.3K 0.01%
5,032
-620
249
$96K 0.01%
3,395
-995
250
$95.9K 0.01%
1,471
-50
8 9
10
11 12