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
476
$21.3K ﹤0.01%
471
-99
477
$21.2K ﹤0.01%
279
-5
478
$21K ﹤0.01%
80
479
$20.9K ﹤0.01%
+110
480
$20.3K ﹤0.01%
238
-22
481
$20.2K ﹤0.01%
83
-38
482
$20.2K ﹤0.01%
100
483
$20.1K ﹤0.01%
308
-66
484
$20.1K ﹤0.01%
493
485
$19.9K ﹤0.01%
69
486
$19.7K ﹤0.01%
206
-6
487
$19.6K ﹤0.01%
255
488
$19.5K ﹤0.01%
163
489
$19.5K ﹤0.01%
+266
490
$19.4K ﹤0.01%
500
491
$19.2K ﹤0.01%
852
492
$18.9K ﹤0.01%
+1,613
493
$18.7K ﹤0.01%
87
494
$18.1K ﹤0.01%
497
495
$17.9K ﹤0.01%
151
496
$17.9K ﹤0.01%
800
497
$17.8K ﹤0.01%
318
-10
498
$17.5K ﹤0.01%
150
499
$17.4K ﹤0.01%
595
500
$17.3K ﹤0.01%
1,468
18 19
20
21 22