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
276
$74.5K 0.01%
349
-407
277
$73.4K 0.01%
905
278
$72.4K 0.01%
533
+110
279
$70.9K 0.01%
970
-501
280
$70.9K 0.01%
1,058
281
$70.6K 0.01%
619
282
$70.2K 0.01%
476
+276
283
$69.8K 0.01%
+851
284
$69.4K 0.01%
4,000
285
$69.3K 0.01%
500
286
$69K 0.01%
130
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287
$69K 0.01%
477
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288
$68.4K 0.01%
151
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289
$68.3K 0.01%
1,817
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290
$68K 0.01%
509
291
$67.4K 0.01%
261
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292
$67K 0.01%
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293
$66.8K 0.01%
537
294
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1,580
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295
$64.2K 0.01%
528
296
$64.1K 0.01%
323
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297
$63.4K 0.01%
964
298
$63.2K 0.01%
408
299
$61.4K 0.01%
3,658
-1,214
300
$60.7K 0.01%
8,508
10 11
12
13 14