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
$1.2B
AUM Growth
+$31.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,006
New
Increased
Reduced
Closed

Top Buys

1
+$32.4M
2
+$6.26M
3
+$5.73M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$731K
5
FMB icon
First Trust Managed Municipal ETF
FMB
+$661K

Top Sells

1
+$3.99M
2
+$3.4M
3
+$2.3M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.78M
5
VV icon
Vanguard Large-Cap ETF
VV
+$1.49M

Sector Composition

1 Technology 4.11%
2 Financials 1.65%
3 Consumer Discretionary 1.35%
4 Healthcare 1.07%
5 Consumer Staples 1.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$49.1K ﹤0.01%
2,301
+507
352
$48.6K ﹤0.01%
1,169
-184
353
$48.6K ﹤0.01%
1,050
354
$48K ﹤0.01%
80
355
$47.5K ﹤0.01%
950
356
$47K ﹤0.01%
737
+85
357
$46.4K ﹤0.01%
581
-1,525
358
$45.9K ﹤0.01%
612
359
$45.8K ﹤0.01%
1,246
360
$45.7K ﹤0.01%
600
361
$45.6K ﹤0.01%
833
362
$45.5K ﹤0.01%
504
363
$45.4K ﹤0.01%
904
364
$44.9K ﹤0.01%
372
-36
365
$44.8K ﹤0.01%
1,700
366
$44.6K ﹤0.01%
872
367
$44.4K ﹤0.01%
242
368
$44.3K ﹤0.01%
771
+6
369
$44.2K ﹤0.01%
1,612
+1,472
370
$44.1K ﹤0.01%
1,590
371
$43.8K ﹤0.01%
240
372
$43.6K ﹤0.01%
1,797
373
$43K ﹤0.01%
568
+8
374
$42.7K ﹤0.01%
551
375
$42.5K ﹤0.01%
440
13 14
15
16 17