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
$689M
AUM Growth
+$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,002
New
Increased
Reduced
Closed

Top Buys

1
+$23.3M
2
+$7.35M
3
+$7.2M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$5.55M
5
VXF icon
Vanguard Extended Market ETF
VXF
+$4.19M

Top Sells

1
+$1.07M
2
+$883K
3
+$399K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$350K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$344K

Sector Composition

1 Consumer Staples 10.86%
2 Consumer Discretionary 5.95%
3 Healthcare 5.79%
4 Technology 3.81%
5 Financials 2.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$18.7K ﹤0.01%
328
+3
477
$18.6K ﹤0.01%
153
-125
478
$18.6K ﹤0.01%
650
479
$18.4K ﹤0.01%
2,000
480
$18.4K ﹤0.01%
536
481
$18.3K ﹤0.01%
126
482
$18.2K ﹤0.01%
369
483
$18.2K ﹤0.01%
+673
484
$18.2K ﹤0.01%
+234
485
$18.2K ﹤0.01%
65
486
$18K ﹤0.01%
197
+35
487
$17.8K ﹤0.01%
528
+2
488
$17.8K ﹤0.01%
214
489
$17.7K ﹤0.01%
104
490
$17.5K ﹤0.01%
+714
491
$17.4K ﹤0.01%
256
492
$17.3K ﹤0.01%
595
493
$17.2K ﹤0.01%
+152
494
$17.2K ﹤0.01%
100
495
$17.2K ﹤0.01%
347
-1,052
496
$17.2K ﹤0.01%
207
497
$17.1K ﹤0.01%
1,802
-1,015
498
$17K ﹤0.01%
954
499
$17K ﹤0.01%
133
500
$16.9K ﹤0.01%
631
18 19
20
21 22