PMFA

Plante Moran Financial Advisors Portfolio holdings

AUM $1.58B
1-Year Est. Return 17.01%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.42B
AUM Growth
+$261M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
883
New
Increased
Reduced
Closed

Top Buys

1 +$69.2M
2 +$50M
3 +$13.1M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$9.26M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$7.38M

Top Sells

1 +$4.35M
2 +$3.38M
3 +$1.46M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.19M
5
MSFT icon
Microsoft
MSFT
+$682K

Sector Composition

1 Technology 2.36%
2 Financials 1.46%
3 Consumer Discretionary 0.93%
4 Healthcare 0.79%
5 Consumer Staples 0.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
501
$16.1K ﹤0.01%
378
502
$16K ﹤0.01%
6,230
503
$16K ﹤0.01%
251
504
$15.9K ﹤0.01%
44
505
$15.9K ﹤0.01%
66
506
$15.9K ﹤0.01%
1,135
507
$15.3K ﹤0.01%
50
508
$15.3K ﹤0.01%
175
509
$15.2K ﹤0.01%
49
510
$15.1K ﹤0.01%
49
511
$15.1K ﹤0.01%
117
512
$14.9K ﹤0.01%
286
-24
513
$14.9K ﹤0.01%
115
-709
514
$14.6K ﹤0.01%
244
+209
515
$14.6K ﹤0.01%
38
516
$14.5K ﹤0.01%
151
517
$14.2K ﹤0.01%
229
518
$14.2K ﹤0.01%
50
519
$13.9K ﹤0.01%
+100
520
$13.8K ﹤0.01%
642
521
$13.8K ﹤0.01%
+65
522
$13.6K ﹤0.01%
14,000
523
$13.6K ﹤0.01%
324
524
$13.6K ﹤0.01%
284
525
$13.5K ﹤0.01%
315