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
526
$13.7K ﹤0.01%
250
527
$13.6K ﹤0.01%
229
528
$13.6K ﹤0.01%
378
529
$13.5K ﹤0.01%
+66
530
$13.2K ﹤0.01%
478
-80
531
$13.1K ﹤0.01%
38
-20
532
$12.9K ﹤0.01%
160
533
$12.6K ﹤0.01%
519
534
$12.5K ﹤0.01%
49
-80
535
$12.4K ﹤0.01%
624
-83
536
$12.4K ﹤0.01%
+315
537
$12.3K ﹤0.01%
73
538
$12.2K ﹤0.01%
134
+35
539
$12.1K ﹤0.01%
53
+7
540
$12K ﹤0.01%
1,072
541
$12K ﹤0.01%
169
-73
542
$12K ﹤0.01%
175
543
$11.8K ﹤0.01%
151
-145
544
$11.8K ﹤0.01%
+173
545
$11.7K ﹤0.01%
103
546
$11.7K ﹤0.01%
2,976
547
$11.6K ﹤0.01%
25
548
$11.3K ﹤0.01%
89
549
$11.1K ﹤0.01%
328
-119
550
$11.1K ﹤0.01%
6
-4
20 21
22
23 24