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
251
$95.5K 0.01%
728
252
$94.9K 0.01%
2,028
+987
253
$94.8K 0.01%
1,309
254
$93.9K 0.01%
594
255
$93.4K 0.01%
3,152
256
$93.3K 0.01%
152
-194
257
$92.6K 0.01%
191
258
$92K 0.01%
325
259
$91.7K 0.01%
1,841
260
$91K 0.01%
270
261
$89.1K 0.01%
914
-28
262
$88K 0.01%
800
-67
263
$87.9K 0.01%
753
+128
264
$86.8K 0.01%
4,670
+500
265
$86.3K 0.01%
1,150
-212
266
$86.1K 0.01%
91
-25
267
$85.2K 0.01%
279
+38
268
$84.4K 0.01%
255
269
$83.5K 0.01%
1,189
-484
270
$83.4K 0.01%
700
271
$82.2K 0.01%
2,970
272
$81K 0.01%
394
273
$80.5K 0.01%
905
274
$80.4K 0.01%
332
+71
275
$79.6K 0.01%
603
-3
9 10
11
12 13