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
451
$24.4K ﹤0.01%
+310
452
$24.4K ﹤0.01%
+597
453
$24.4K ﹤0.01%
+188
454
$24.3K ﹤0.01%
246
455
$24.3K ﹤0.01%
200
456
$24.2K ﹤0.01%
+335
457
$24.2K ﹤0.01%
41
458
$23.7K ﹤0.01%
+250
459
$23.5K ﹤0.01%
200
460
$23.5K ﹤0.01%
54
461
$23.4K ﹤0.01%
330
462
$23.3K ﹤0.01%
766
463
$23.3K ﹤0.01%
136
+41
464
$23.3K ﹤0.01%
188
465
$23.2K ﹤0.01%
750
466
$23.1K ﹤0.01%
250
467
$22.9K ﹤0.01%
253
-212
468
$22.8K ﹤0.01%
540
-15
469
$22.6K ﹤0.01%
201
+51
470
$22.6K ﹤0.01%
77
471
$22.4K ﹤0.01%
279
472
$22.2K ﹤0.01%
+280
473
$21.8K ﹤0.01%
226
474
$21.6K ﹤0.01%
202
475
$21.5K ﹤0.01%
+376
17 18
19
20 21