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
276
$79.5K 0.01%
644
277
$78.7K 0.01%
2,874
278
$77K 0.01%
685
-379
279
$75.6K 0.01%
1,112
280
$75.2K 0.01%
+120
281
$75.1K 0.01%
528
-5
282
$74.4K 0.01%
250
-18
283
$74.1K 0.01%
964
284
$74K 0.01%
635
-211
285
$73.8K 0.01%
278
-1,279
286
$73.6K 0.01%
2,502
-320
287
$72.2K 0.01%
269
-27
288
$71.7K 0.01%
408
-69
289
$70.6K 0.01%
394
290
$70.2K 0.01%
3,592
-20
291
$70.1K 0.01%
1,159
+270
292
$69.6K 0.01%
528
+1
293
$68.4K 0.01%
1,122
-12
294
$68.3K 0.01%
625
+80
295
$67.6K 0.01%
528
296
$67K 0.01%
747
297
$66.5K 0.01%
833
298
$65.5K 0.01%
509
299
$65K 0.01%
582
+253
300
$64.8K 0.01%
445
+14
10 11
12
13 14