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
$1.2B
AUM Growth
+$31.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,006
New
Increased
Reduced
Closed

Top Sells

1 +$3.99M
2 +$3.4M
3 +$2.3M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.78M
5
VV icon
Vanguard Large-Cap ETF
VV
+$1.49M

Sector Composition

1 Technology 4.11%
2 Financials 1.65%
3 Consumer Discretionary 1.35%
4 Healthcare 1.07%
5 Consumer Staples 1.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
501
$18.1K ﹤0.01%
+366
502
$18K ﹤0.01%
+352
503
$18K ﹤0.01%
163
+1
504
$18K ﹤0.01%
500
505
$17.9K ﹤0.01%
497
506
$17.9K ﹤0.01%
305
-279
507
$17.9K ﹤0.01%
150
508
$17.7K ﹤0.01%
328
509
$17.6K ﹤0.01%
14,000
510
$17.6K ﹤0.01%
300
511
$17.5K ﹤0.01%
150
512
$17.4K ﹤0.01%
58
+20
513
$17.3K ﹤0.01%
411
514
$17K ﹤0.01%
242
+143
515
$16.8K ﹤0.01%
400
516
$16.6K ﹤0.01%
49
517
$16.6K ﹤0.01%
151
518
$16.5K ﹤0.01%
+44
519
$16.4K ﹤0.01%
117
520
$16.3K ﹤0.01%
+6,230
521
$16.2K ﹤0.01%
805
522
$16.1K ﹤0.01%
95
523
$15.8K ﹤0.01%
151
524
$15.8K ﹤0.01%
541
+7
525
$15.8K ﹤0.01%
2,976