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
$584M
AUM Growth
-$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,136
New
Increased
Reduced
Closed

Top Buys

1
+$16.6M
2
+$5.96M
3
+$5.85M
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$5.48M
5
VXF icon
Vanguard Extended Market ETF
VXF
+$3.56M

Top Sells

1
+$27M
2
+$814K
3
+$406K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$390K
5
COST icon
Costco
COST
+$296K

Sector Composition

1 Consumer Staples 11.6%
2 Consumer Discretionary 6.21%
3 Healthcare 5.72%
4 Technology 4.5%
5 Financials 2.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$19K ﹤0.01%
1,236
+25
477
$19K ﹤0.01%
265
-236
478
$19K ﹤0.01%
255
479
$19K ﹤0.01%
179
-50
480
$19K ﹤0.01%
210
+41
481
$18K ﹤0.01%
126
+93
482
$18K ﹤0.01%
621
483
$18K ﹤0.01%
246
484
$18K ﹤0.01%
704
485
$18K ﹤0.01%
154
+10
486
$18K ﹤0.01%
65
487
$18K ﹤0.01%
2,000
488
$18K ﹤0.01%
501
+1
489
$18K ﹤0.01%
144
490
$18K ﹤0.01%
226
491
$18K ﹤0.01%
717
-196
492
$17K ﹤0.01%
8
493
$17K ﹤0.01%
62
494
$17K ﹤0.01%
77
-7
495
$17K ﹤0.01%
100
496
$17K ﹤0.01%
+852
497
$16K ﹤0.01%
87
-8
498
$16K ﹤0.01%
196
499
$16K ﹤0.01%
510
500
$16K ﹤0.01%
650
18 19
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