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
$689M
AUM Growth
+$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,002
New
Increased
Reduced
Closed

Top Buys

1
+$23.3M
2
+$7.35M
3
+$7.2M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$5.55M
5
VXF icon
Vanguard Extended Market ETF
VXF
+$4.19M

Top Sells

1
+$1.07M
2
+$883K
3
+$399K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$350K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$344K

Sector Composition

1 Consumer Staples 10.86%
2 Consumer Discretionary 5.95%
3 Healthcare 5.79%
4 Technology 3.81%
5 Financials 2.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$37.1K 0.01%
530
+5
352
$37K 0.01%
567
+2
353
$36.9K 0.01%
773
354
$36.7K 0.01%
+827
355
$36.7K 0.01%
349
356
$36.5K 0.01%
+3,000
357
$36.4K 0.01%
800
358
$36.3K 0.01%
110
+36
359
$36.2K 0.01%
190
+33
360
$36.2K 0.01%
7,800
361
$35.8K 0.01%
282
-43
362
$35.4K 0.01%
125
363
$35.2K 0.01%
127
364
$34.8K 0.01%
567
365
$34K ﹤0.01%
465
+2
366
$33.7K ﹤0.01%
14,000
367
$33.6K ﹤0.01%
1,224
368
$33.2K ﹤0.01%
157
+3
369
$32.7K ﹤0.01%
1,422
370
$32.6K ﹤0.01%
568
371
$32.4K ﹤0.01%
299
372
$32.2K ﹤0.01%
1,058
-66
373
$31.9K ﹤0.01%
499
374
$31.9K ﹤0.01%
378
+2
375
$31.8K ﹤0.01%
1,800
13 14
15
16 17