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
426
$29.7K ﹤0.01%
+200
427
$29.1K ﹤0.01%
79
428
$28.8K ﹤0.01%
142
+16
429
$28.7K ﹤0.01%
1,284
430
$28.5K ﹤0.01%
743
+332
431
$28.3K ﹤0.01%
322
432
$28.1K ﹤0.01%
348
+50
433
$28.1K ﹤0.01%
5,932
434
$27.9K ﹤0.01%
524
435
$27.9K ﹤0.01%
256
-4
436
$27.8K ﹤0.01%
449
437
$27.6K ﹤0.01%
420
438
$27.6K ﹤0.01%
448
439
$27.5K ﹤0.01%
911
440
$27.4K ﹤0.01%
243
-50
441
$27.2K ﹤0.01%
590
442
$26.2K ﹤0.01%
450
443
$25.9K ﹤0.01%
251
-32
444
$25.9K ﹤0.01%
129
445
$25.9K ﹤0.01%
113
446
$25.3K ﹤0.01%
275
447
$25.1K ﹤0.01%
46
448
$25.1K ﹤0.01%
165
449
$25K ﹤0.01%
144
450
$24.8K ﹤0.01%
740
16 17
18
19 20