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
$689M
AUM Growth
+$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,002
New
Increased
Reduced
Closed

Top Buys

1
+$23.3M
2
+$7.35M
3
+$7.2M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$5.55M
5
VXF icon
Vanguard Extended Market ETF
VXF
+$4.19M

Top Sells

1
+$1.07M
2
+$883K
3
+$399K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$350K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$344K

Sector Composition

1 Consumer Staples 10.86%
2 Consumer Discretionary 5.95%
3 Healthcare 5.79%
4 Technology 3.81%
5 Financials 2.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$70.2K 0.01%
544
-32
277
$70K 0.01%
1,500
-1,032
278
$70K 0.01%
1,233
279
$67K 0.01%
990
+830
280
$66.8K 0.01%
896
+146
281
$66.7K 0.01%
795
+200
282
$63.1K 0.01%
1,615
283
$62.6K 0.01%
1,568
+248
284
$61.7K 0.01%
515
+6
285
$60.5K 0.01%
383
+19
286
$58.8K 0.01%
3,897
287
$58.7K 0.01%
624
-251
288
$58.7K 0.01%
1,947
289
$57.7K 0.01%
324
+19
290
$57.5K 0.01%
195
291
$57.4K 0.01%
964
292
$57K 0.01%
765
+9
293
$56.8K 0.01%
213
-44
294
$55.7K 0.01%
587
+5
295
$55.7K 0.01%
1,137
296
$55.7K 0.01%
1,281
297
$55.4K 0.01%
1,000
298
$54.9K 0.01%
418
+231
299
$54.3K 0.01%
158
-219
300
$53.9K 0.01%
880
10 11
12
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