PMFA
Plante Moran Financial Advisors Portfolio holdings
AUM
$1.42B
1-Year Return
13.8%
This Quarter Return
+0%
1 Year Return
+13.8%
3 Year Return
+55.88%
5 Year Return
+100.06%
10 Year Return
+234.83%
AUM
$450M
AUM Growth
+$38.6M
(+9.4%)
Cap. Flow
+$40M
Cap. Flow
% of AUM
8.88%
Top 10 Holdings %
Top 10 Hldgs %
62.11%
Holding
1,055
New
100
Increased
248
Reduced
138
Closed
109
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
$18.8M |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
$7.65M |
| 3 |
Vanguard Extended Market ETF
VXF
|
$3.31M |
| 4 |
Gentex
GNTX
|
$2.31M |
| 5 |
Ford
F
|
$720K |
Top Sells
| 1 |
PepsiCo
PEP
|
$1.14M |
| 2 |
Yum! Brands
YUM
|
$960K |
| 3 |
SPDR Gold Trust
GLD
|
$863K |
| 4 |
Merck
MRK
|
$783K |
| 5 |
Vanguard Small-Cap Value ETF
VBR
|
$773K |
Sector Composition
| 1 | Consumer Staples | 13.53% |
| 2 | Consumer Discretionary | 10.06% |
| 3 | Healthcare | 9.91% |
| 4 | Technology | 7.72% |
| 5 | Financials | 6.16% |
