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
$287M
AUM Growth
-$56.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
969
New
Increased
Reduced
Closed

Top Buys

1
+$7.13M
2
+$2.44M
3
+$798K
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$734K
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$526K

Top Sells

1
+$20M
2
+$8.21M
3
+$7.18M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$4.27M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$4.07M

Sector Composition

1 Consumer Staples 23.65%
2 Consumer Discretionary 13.69%
3 Healthcare 13.3%
4 Financials 8.84%
5 Technology 7.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$25K 0.01%
483
+5
427
$25K 0.01%
154
+142
428
$25K 0.01%
400
429
$25K 0.01%
+648
430
$25K 0.01%
750
431
$24K 0.01%
2,390
432
$24K 0.01%
660
+283
433
$24K 0.01%
+508
434
$23K 0.01%
195
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435
$23K 0.01%
469
-2,712
436
$23K 0.01%
238
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437
$23K 0.01%
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438
$23K 0.01%
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439
$23K 0.01%
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440
$23K 0.01%
390
441
$23K 0.01%
424
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442
$23K 0.01%
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443
$22K 0.01%
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444
$22K 0.01%
550
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445
$22K 0.01%
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446
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$22K 0.01%
732
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448
$22K 0.01%
2,668
449
$22K 0.01%
275
-17
450
$21K 0.01%
275
+50
16 17
18
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