PMFA
Plante Moran Financial Advisors Portfolio holdings
AUM
$1.42B
1-Year Return
13.8%
This Quarter Return
-4.16%
1 Year Return
+13.8%
3 Year Return
+55.88%
5 Year Return
+100.06%
10 Year Return
+234.83%
AUM
$535M
AUM Growth
-$76M
(-12%)
Cap. Flow
-$48M
Cap. Flow
% of AUM
-8.97%
Top 10 Holdings %
Top 10 Hldgs %
69.26%
Holding
1,086
New
55
Increased
124
Reduced
362
Closed
251
Top Buys
| 1 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$21.9M |
| 2 |
SPDR Portfolio Developed World ex-US ETF
SPDW
|
+$8.06M |
| 3 |
Vanguard Large-Cap ETF
VV
|
+$5.3M |
| 4 |
Vanguard Extended Market ETF
VXF
|
+$4.61M |
| 5 |
McDonald's
MCD
|
+$3.31M |
Top Sells
| 1 |
PepsiCo
PEP
|
+$44.7M |
| 2 |
Yum! Brands
YUM
|
+$9.54M |
| 3 |
Berkshire Hathaway Class A
BRK.A
|
+$8.46M |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$4.15M |
| 5 |
Farmers & Merchants Bancorp
FMAO
|
+$3M |
Sector Composition
| 1 | Consumer Staples | 13.38% |
| 2 | Healthcare | 8.08% |
| 3 | Consumer Discretionary | 7.31% |
| 4 | Technology | 6.65% |
| 5 | Financials | 3.98% |
