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
$957M
AUM Growth
+$124M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
947
New
Increased
Reduced
Closed

Top Buys

1
+$12.6M
2
+$12.6M
3
+$5.05M
4
VXF icon
Vanguard Extended Market ETF
VXF
+$3.21M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.25M

Top Sells

1
+$472K
2
+$396K
3
+$264K
4
FMB icon
First Trust Managed Municipal ETF
FMB
+$214K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$154K

Sector Composition

1 Consumer Staples 7.53%
2 Healthcare 4.82%
3 Technology 4.29%
4 Consumer Discretionary 4.17%
5 Financials 1.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$96.6K 0.01%
540
+5
252
$96.3K 0.01%
610
+570
253
$92.8K 0.01%
2,289
+621
254
$92.4K 0.01%
1,913
255
$91K 0.01%
1,690
+825
256
$90.9K 0.01%
683
+39
257
$90.9K 0.01%
112
-9
258
$90.4K 0.01%
618
+6
259
$88.5K 0.01%
900
260
$86.2K 0.01%
387
-156
261
$84.4K 0.01%
471
-270
262
$82.6K 0.01%
501
263
$82.3K 0.01%
1,132
-30
264
$82.2K 0.01%
250
265
$81.4K 0.01%
683
-318
266
$80.9K 0.01%
834
-345
267
$80.4K 0.01%
5,850
268
$80.2K 0.01%
1,006
+22
269
$79.1K 0.01%
584
-478
270
$79K 0.01%
+960
271
$77.9K 0.01%
845
+210
272
$77.7K 0.01%
191
273
$77.3K 0.01%
542
+4
274
$77.1K 0.01%
293
+149
275
$76.6K 0.01%
661
9 10
11
12 13