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
$287M
AUM Growth
-$56.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
969
New
Increased
Reduced
Closed

Top Buys

1
+$7.13M
2
+$2.44M
3
+$798K
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$734K
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$526K

Top Sells

1
+$20M
2
+$8.21M
3
+$7.18M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$4.27M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$4.07M

Sector Composition

1 Consumer Staples 23.65%
2 Consumer Discretionary 13.69%
3 Healthcare 13.3%
4 Financials 8.84%
5 Technology 7.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$9K ﹤0.01%
102
552
$9K ﹤0.01%
23
553
$9K ﹤0.01%
+302
554
$9K ﹤0.01%
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555
$9K ﹤0.01%
42
556
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557
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141
-206
558
$9K ﹤0.01%
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560
$8K ﹤0.01%
13,000
561
$8K ﹤0.01%
169
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$8K ﹤0.01%
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563
$8K ﹤0.01%
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564
$8K ﹤0.01%
160
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565
$8K ﹤0.01%
97
566
$8K ﹤0.01%
114
567
$8K ﹤0.01%
+31
568
$8K ﹤0.01%
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569
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24
-1,226
570
$8K ﹤0.01%
330
571
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190
572
$8K ﹤0.01%
40
+23
573
$8K ﹤0.01%
415
574
$8K ﹤0.01%
190
575
$8K ﹤0.01%
+140
21 22
23
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