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
501
$17.2K ﹤0.01%
400
502
$16.9K ﹤0.01%
50
-13
503
$16.8K ﹤0.01%
1,135
504
$16.7K ﹤0.01%
1,585
-4,265
505
$16.6K ﹤0.01%
151
506
$16.5K ﹤0.01%
49
507
$16.4K ﹤0.01%
2,000
-100
508
$16K ﹤0.01%
536
509
$15.8K ﹤0.01%
541
510
$15.8K ﹤0.01%
310
511
$15.7K ﹤0.01%
154
-151
512
$15.7K ﹤0.01%
48
-30
513
$15.6K ﹤0.01%
6,230
514
$15.5K ﹤0.01%
905
515
$15.3K ﹤0.01%
50
516
$15.2K ﹤0.01%
+154
517
$15K ﹤0.01%
+251
518
$14.9K ﹤0.01%
117
519
$14.7K ﹤0.01%
1,220
520
$14.4K ﹤0.01%
179
+149
521
$14.4K ﹤0.01%
+370
522
$14.3K ﹤0.01%
44
523
$14.1K ﹤0.01%
88
524
$13.9K ﹤0.01%
366
-2
525
$13.7K ﹤0.01%
965
19 20
21
22 23