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
301
$64.5K 0.01%
+675
302
$64.3K 0.01%
276
-46
303
$63K 0.01%
150
304
$63K 0.01%
1,606
-758
305
$61.7K 0.01%
515
306
$61.3K 0.01%
251
-1,360
307
$60.9K 0.01%
16,605
308
$60.6K 0.01%
1,134
+602
309
$60.3K 0.01%
537
310
$60.2K 0.01%
121
+8
311
$60.1K 0.01%
1,308
312
$59.5K 0.01%
1,052
313
$58.8K 0.01%
3,897
314
$58.2K 0.01%
125
315
$58.2K 0.01%
6,710
316
$58.2K 0.01%
165
+50
317
$57.3K ﹤0.01%
1,101
318
$57.1K ﹤0.01%
185
+85
319
$56.6K ﹤0.01%
892
320
$55.1K ﹤0.01%
+1,707
321
$55K ﹤0.01%
187
322
$54.1K ﹤0.01%
191
-25
323
$52.7K ﹤0.01%
1,700
324
$52.7K ﹤0.01%
242
325
$52.3K ﹤0.01%
949
-930
11 12
13
14 15