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
351
$47.5K ﹤0.01%
424
-2,800
352
$46.8K ﹤0.01%
638
-326
353
$46.4K ﹤0.01%
800
+31
354
$46.2K ﹤0.01%
1,422
-447
355
$46.1K ﹤0.01%
546
-5
356
$45.2K ﹤0.01%
80
357
$45.2K ﹤0.01%
568
-53
358
$44.9K ﹤0.01%
510
-44
359
$44.3K ﹤0.01%
1,169
360
$44.2K ﹤0.01%
424
-148
361
$43.8K ﹤0.01%
1,828
-473
362
$43.8K ﹤0.01%
752
363
$43.7K ﹤0.01%
950
364
$43.5K ﹤0.01%
+6
365
$43.4K ﹤0.01%
514
-54
366
$43.2K ﹤0.01%
170
367
$43K ﹤0.01%
635
-1,247
368
$42K ﹤0.01%
1,574
-16
369
$41.6K ﹤0.01%
2,192
370
$41.3K ﹤0.01%
+75
371
$41.2K ﹤0.01%
250
-146
372
$41.1K ﹤0.01%
7,800
373
$40.4K ﹤0.01%
79
+29
374
$40.2K ﹤0.01%
400
-3,150
375
$40K ﹤0.01%
482
-22
13 14
15
16 17