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

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
501
$16.9K ﹤0.01%
546
502
$16.6K ﹤0.01%
368
503
$16.6K ﹤0.01%
224
+90
504
$16.6K ﹤0.01%
300
505
$16.4K ﹤0.01%
1,192
+20
506
$16.4K ﹤0.01%
107
507
$16.2K ﹤0.01%
479
+3
508
$16.1K ﹤0.01%
178
-190
509
$16K ﹤0.01%
202
510
$15.8K ﹤0.01%
77
511
$15.7K ﹤0.01%
+1,000
512
$15.7K ﹤0.01%
309
+84
513
$15.6K ﹤0.01%
61
514
$15.6K ﹤0.01%
2,758
+1,112
515
$15.5K ﹤0.01%
2,976
516
$15.2K ﹤0.01%
330
517
$15.1K ﹤0.01%
36
518
$15K ﹤0.01%
93
519
$15K ﹤0.01%
124
+3
520
$14.8K ﹤0.01%
800
521
$14.8K ﹤0.01%
200
522
$14.7K ﹤0.01%
905
523
$14.5K ﹤0.01%
+45
524
$14.3K ﹤0.01%
188
525
$14.1K ﹤0.01%
87