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
$957M
AUM Growth
+$124M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
947
New
Increased
Reduced
Closed

Top Buys

1
+$12.6M
2
+$12.6M
3
+$5.05M
4
VXF icon
Vanguard Extended Market ETF
VXF
+$3.21M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.25M

Top Sells

1
+$472K
2
+$396K
3
+$264K
4
FMB icon
First Trust Managed Municipal ETF
FMB
+$214K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$154K

Sector Composition

1 Consumer Staples 7.53%
2 Healthcare 4.82%
3 Technology 4.29%
4 Consumer Discretionary 4.17%
5 Financials 1.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$10.4K ﹤0.01%
+18
552
$10.4K ﹤0.01%
57
+11
553
$10.3K ﹤0.01%
76
+46
554
$10.3K ﹤0.01%
38
-60
555
$10.2K ﹤0.01%
134
556
$10.2K ﹤0.01%
+150
557
$9.91K ﹤0.01%
+1,000
558
$9.88K ﹤0.01%
+498
559
$9.8K ﹤0.01%
200
560
$9.67K ﹤0.01%
+128
561
$9.62K ﹤0.01%
+732
562
$9.27K ﹤0.01%
89
-27
563
$9.03K ﹤0.01%
300
564
$8.93K ﹤0.01%
+20
565
$8.89K ﹤0.01%
1,000
566
$8.88K ﹤0.01%
219
567
$8.87K ﹤0.01%
+340
568
$8.86K ﹤0.01%
309
+85
569
$8.75K ﹤0.01%
93
-183
570
$8.72K ﹤0.01%
+122
571
$8.72K ﹤0.01%
766
-288
572
$8.68K ﹤0.01%
+172
573
$8.64K ﹤0.01%
+45
574
$8.42K ﹤0.01%
142
-116
575
$8.4K ﹤0.01%
126
-100
21 22
23
24 25