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
$957M
AUM Growth
+$124M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
947
New
Increased
Reduced
Closed

Top Buys

1 +$12.6M
2 +$12.6M
3 +$5.05M
4
VXF icon
Vanguard Extended Market ETF
VXF
+$3.21M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.25M

Sector Composition

1 Consumer Staples 7.53%
2 Healthcare 4.82%
3 Technology 4.29%
4 Consumer Discretionary 4.17%
5 Financials 1.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$27.9K ﹤0.01%
+1,028
402
$27.4K ﹤0.01%
328
403
$27.3K ﹤0.01%
536
404
$27.3K ﹤0.01%
214
+42
405
$27.1K ﹤0.01%
+524
406
$26.8K ﹤0.01%
52
+34
407
$26.7K ﹤0.01%
74
408
$26.7K ﹤0.01%
7,800
409
$26.2K ﹤0.01%
374
410
$26.2K ﹤0.01%
707
411
$26K ﹤0.01%
584
412
$26K ﹤0.01%
100
413
$25.7K ﹤0.01%
1,062
414
$25.6K ﹤0.01%
245
+45
415
$25.4K ﹤0.01%
619
+600
416
$25.4K ﹤0.01%
393
+42
417
$25.4K ﹤0.01%
202
418
$25.4K ﹤0.01%
77
419
$25K ﹤0.01%
348
+98
420
$25K ﹤0.01%
255
-225
421
$25K ﹤0.01%
1,072
422
$24.9K ﹤0.01%
150
423
$24.6K ﹤0.01%
450
424
$24.3K ﹤0.01%
165
425
$24.1K ﹤0.01%
750