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
326
$52.1K ﹤0.01%
+375
327
$51.5K ﹤0.01%
1,476
-713
328
$51.4K ﹤0.01%
500
329
$51.4K ﹤0.01%
1,077
330
$50.8K ﹤0.01%
654
+152
331
$50.5K ﹤0.01%
726
-332
332
$50.3K ﹤0.01%
8,508
333
$50.2K ﹤0.01%
1,000
334
$49.8K ﹤0.01%
554
-27
335
$49.6K ﹤0.01%
777
+6
336
$49.6K ﹤0.01%
1,119
-255
337
$49.5K ﹤0.01%
158
338
$49.5K ﹤0.01%
148
-33
339
$49.4K ﹤0.01%
600
340
$49.3K ﹤0.01%
240
341
$49.2K ﹤0.01%
1,233
342
$49.1K ﹤0.01%
1,224
-22
343
$49K ﹤0.01%
524
-101
344
$49K ﹤0.01%
+1,546
345
$48.7K ﹤0.01%
325
346
$48.6K ﹤0.01%
1,947
347
$48.2K ﹤0.01%
+26
348
$48.1K ﹤0.01%
+155
349
$47.9K ﹤0.01%
1,050
350
$47.8K ﹤0.01%
+555
12 13
14
15 16