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
551
$11K ﹤0.01%
227
+187
552
$10.9K ﹤0.01%
200
553
$10.9K ﹤0.01%
14,000
554
$10.8K ﹤0.01%
125
555
$10.8K ﹤0.01%
709
556
$10.8K ﹤0.01%
63
-179
557
$10.7K ﹤0.01%
+66
558
$10.7K ﹤0.01%
+400
559
$10.4K ﹤0.01%
+341
560
$10.4K ﹤0.01%
100
561
$10.4K ﹤0.01%
82
562
$10.4K ﹤0.01%
+166
563
$10.4K ﹤0.01%
284
564
$10.3K ﹤0.01%
139
565
$10.3K ﹤0.01%
+514
566
$10.2K ﹤0.01%
283
-287
567
$10.2K ﹤0.01%
324
568
$9.95K ﹤0.01%
216
-621
569
$9.92K ﹤0.01%
200
570
$9.9K ﹤0.01%
27
571
$9.87K ﹤0.01%
200
572
$9.85K ﹤0.01%
45
573
$9.74K ﹤0.01%
126
574
$9.71K ﹤0.01%
340
-1,272
575
$9.6K ﹤0.01%
+96
21 22
23
24 25