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
401
$34.1K ﹤0.01%
1,876
402
$34K ﹤0.01%
490
-131
403
$33.9K ﹤0.01%
+1,105
404
$33.7K ﹤0.01%
311
+211
405
$33.6K ﹤0.01%
1,805
+8
406
$33.2K ﹤0.01%
200
407
$33.2K ﹤0.01%
372
408
$33.1K ﹤0.01%
265
409
$32.7K ﹤0.01%
349
-216
410
$32.6K ﹤0.01%
1,610
411
$32.1K ﹤0.01%
536
412
$32.1K ﹤0.01%
200
413
$31.9K ﹤0.01%
503
-85
414
$31.8K ﹤0.01%
+150
415
$31.8K ﹤0.01%
70
416
$31.5K ﹤0.01%
448
-50
417
$31.1K ﹤0.01%
480
-185
418
$30.9K ﹤0.01%
605
-267
419
$30.8K ﹤0.01%
+855
420
$30.5K ﹤0.01%
65
421
$30.5K ﹤0.01%
8
-1
422
$30.5K ﹤0.01%
1,022
423
$30.1K ﹤0.01%
132
424
$30K ﹤0.01%
333
-28
425
$29.9K ﹤0.01%
629
-24
15 16
17
18 19