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
401
$27.8K ﹤0.01%
1,176
402
$27.7K ﹤0.01%
85
403
$27.1K ﹤0.01%
660
+6
404
$27K ﹤0.01%
1,284
405
$27K ﹤0.01%
3,349
406
$26.9K ﹤0.01%
2,199
+1,669
407
$26.9K ﹤0.01%
534
+3
408
$26.8K ﹤0.01%
+550
409
$26.7K ﹤0.01%
2,022
+50
410
$26.6K ﹤0.01%
267
+37
411
$26.4K ﹤0.01%
242
+63
412
$26.3K ﹤0.01%
450
413
$26.2K ﹤0.01%
335
+105
414
$26.1K ﹤0.01%
360
415
$25.9K ﹤0.01%
265
416
$25.8K ﹤0.01%
414
417
$25.8K ﹤0.01%
406
+5
418
$25.6K ﹤0.01%
781
+5
419
$25.6K ﹤0.01%
1,492
420
$25.5K ﹤0.01%
590
421
$25.5K ﹤0.01%
138
-83
422
$25.4K ﹤0.01%
155
-92
423
$25.3K ﹤0.01%
374
-41
424
$25.1K ﹤0.01%
58
425
$24.9K ﹤0.01%
+568
15 16
17
18 19