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
376
$40K ﹤0.01%
869
377
$39.8K ﹤0.01%
121
+10
378
$39.3K ﹤0.01%
250
-75
379
$39K ﹤0.01%
652
-85
380
$38.6K ﹤0.01%
+378
381
$38.6K ﹤0.01%
250
382
$38.2K ﹤0.01%
372
383
$37.8K ﹤0.01%
338
+12
384
$37.6K ﹤0.01%
+1,097
385
$37.3K ﹤0.01%
258
386
$37.1K ﹤0.01%
490
387
$36.6K ﹤0.01%
82
+25
388
$36.6K ﹤0.01%
833
389
$36.5K ﹤0.01%
631
390
$36K ﹤0.01%
546
-66
391
$35.4K ﹤0.01%
412
392
$35.2K ﹤0.01%
+300
393
$35K ﹤0.01%
402
-38
394
$34.9K ﹤0.01%
292
395
$34.8K ﹤0.01%
530
+28
396
$34.7K ﹤0.01%
180
397
$34.7K ﹤0.01%
604
398
$34.5K ﹤0.01%
1,176
399
$34.4K ﹤0.01%
559
+80
400
$34.4K ﹤0.01%
479
14 15
16
17 18