PMFA

Plante Moran Financial Advisors Portfolio holdings

AUM $1.58B
1-Year Est. Return 17.01%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.42B
AUM Growth
+$261M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
883
New
Increased
Reduced
Closed

Top Buys

1
+$69.2M
2
+$50M
3
+$13.1M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$9.26M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$7.38M

Top Sells

1
+$4.35M
2
+$3.38M
3
+$1.46M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.19M
5
MSFT icon
Microsoft
MSFT
+$682K

Sector Composition

1 Technology 2.36%
2 Financials 1.46%
3 Consumer Discretionary 0.93%
4 Healthcare 0.79%
5 Consumer Staples 0.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$29.6K ﹤0.01%
266
427
$29.5K ﹤0.01%
480
428
$29.4K ﹤0.01%
449
429
$29.2K ﹤0.01%
132
430
$29.1K ﹤0.01%
1,284
431
$29.1K ﹤0.01%
911
432
$28.2K ﹤0.01%
1,610
433
$28.1K ﹤0.01%
+2,358
434
$28K ﹤0.01%
+100
435
$28K ﹤0.01%
298
-51
436
$27.8K ﹤0.01%
181
+170
437
$27.7K ﹤0.01%
200
438
$27.5K ﹤0.01%
+455
439
$27.3K ﹤0.01%
91
+87
440
$27.1K ﹤0.01%
895
+800
441
$27.1K ﹤0.01%
624
+34
442
$26.8K ﹤0.01%
50
-100
443
$26.7K ﹤0.01%
256
444
$26.4K ﹤0.01%
65
445
$26K ﹤0.01%
77
446
$25.3K ﹤0.01%
620
447
$25.1K ﹤0.01%
80
448
$24.5K ﹤0.01%
144
449
$24.4K ﹤0.01%
43
+2
450
$24.3K ﹤0.01%
597
16 17
18
19 20