PMFA

Plante Moran Financial Advisors Portfolio holdings

AUM $1.58B
1-Year Est. Return 17.01%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.42B
AUM Growth
+$261M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
883
New
Increased
Reduced
Closed

Top Buys

1 +$69.2M
2 +$50M
3 +$13.1M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$9.26M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$7.38M

Top Sells

1 +$4.35M
2 +$3.38M
3 +$1.46M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.19M
5
MSFT icon
Microsoft
MSFT
+$682K

Sector Composition

1 Technology 2.36%
2 Financials 1.46%
3 Consumer Discretionary 0.93%
4 Healthcare 0.79%
5 Consumer Staples 0.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
551
$10.8K ﹤0.01%
274
+24
552
$10.8K ﹤0.01%
1,072
553
$10.5K ﹤0.01%
125
554
$10.4K ﹤0.01%
96
555
$10.4K ﹤0.01%
107
556
$10.3K ﹤0.01%
450
-402
557
$10.2K ﹤0.01%
137
558
$10.1K ﹤0.01%
35
559
$10K ﹤0.01%
340
560
$9.97K ﹤0.01%
295
+93
561
$9.95K ﹤0.01%
624
562
$9.86K ﹤0.01%
157
563
$9.86K ﹤0.01%
45
564
$9.82K ﹤0.01%
328
565
$9.61K ﹤0.01%
18
566
$9.55K ﹤0.01%
100
567
$9.43K ﹤0.01%
50
568
$9.43K ﹤0.01%
103
569
$9.41K ﹤0.01%
224
+24
570
$9.39K ﹤0.01%
116
571
$9.38K ﹤0.01%
865
+20
572
$9.28K ﹤0.01%
142
573
$9.22K ﹤0.01%
240
574
$9.21K ﹤0.01%
126
575
$9.17K ﹤0.01%
+99