PMFA

Plante Moran Financial Advisors Portfolio holdings

AUM $1.58B
1-Year Est. Return 17.01%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.42B
AUM Growth
+$261M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
883
New
Increased
Reduced
Closed

Top Buys

1
+$69.2M
2
+$50M
3
+$13.1M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$9.26M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$7.38M

Top Sells

1
+$4.35M
2
+$3.38M
3
+$1.46M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.19M
5
MSFT icon
Microsoft
MSFT
+$682K

Sector Composition

1 Technology 2.36%
2 Financials 1.46%
3 Consumer Discretionary 0.93%
4 Healthcare 0.79%
5 Consumer Staples 0.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$38.9K ﹤0.01%
394
-30
377
$38.4K ﹤0.01%
400
378
$38.2K ﹤0.01%
+494
379
$38.1K ﹤0.01%
1,317
-2,078
380
$37.9K ﹤0.01%
297
+287
381
$37.8K ﹤0.01%
1,233
382
$37.2K ﹤0.01%
292
383
$36.7K ﹤0.01%
250
384
$36.6K ﹤0.01%
402
385
$36.5K ﹤0.01%
536
386
$36.4K ﹤0.01%
453
+174
387
$36.4K ﹤0.01%
+346
388
$36.4K ﹤0.01%
250
389
$36.2K ﹤0.01%
824
390
$35.9K ﹤0.01%
138
-138
391
$35.7K ﹤0.01%
200
392
$35.5K ﹤0.01%
372
393
$35K ﹤0.01%
1,105
394
$34.4K ﹤0.01%
70
+48
395
$34.3K ﹤0.01%
5,200
396
$34.3K ﹤0.01%
1,812
+7
397
$33.9K ﹤0.01%
265
398
$33.8K ﹤0.01%
490
399
$33.8K ﹤0.01%
652
400
$33.8K ﹤0.01%
333
14 15
16
17 18