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
301
$59.7K 0.01%
1,000
+800
302
$59.2K 0.01%
399
-557
303
$57.5K 0.01%
4,170
304
$57.4K 0.01%
758
+190
305
$57.3K 0.01%
568
306
$56.9K 0.01%
550
-440
307
$56.3K 0.01%
146
308
$55.8K 0.01%
3,897
309
$55.4K 0.01%
2,344
-762
310
$54.9K 0.01%
1,797
311
$54.1K 0.01%
1,250
+223
312
$54.1K 0.01%
198
-4
313
$53.8K 0.01%
880
314
$53.3K 0.01%
1,233
315
$53K 0.01%
2,866
+884
316
$51.9K 0.01%
1,947
317
$51.8K 0.01%
647
318
$51.6K 0.01%
147
+64
319
$51.5K 0.01%
1,052
320
$50.4K 0.01%
774
-512
321
$49.7K 0.01%
341
322
$49.5K 0.01%
309
-51
323
$48.4K 0.01%
1,050
324
$47.9K 0.01%
474
-150
325
$47.8K 0.01%
+1,250
11 12
13
14 15