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
$1.2B
AUM Growth
+$31.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,006
New
Increased
Reduced
Closed

Top Buys

1
+$32.4M
2
+$6.26M
3
+$5.73M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$731K
5
FMB icon
First Trust Managed Municipal ETF
FMB
+$661K

Top Sells

1
+$3.99M
2
+$3.4M
3
+$2.3M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.78M
5
VV icon
Vanguard Large-Cap ETF
VV
+$1.49M

Sector Composition

1 Technology 4.11%
2 Financials 1.65%
3 Consumer Discretionary 1.35%
4 Healthcare 1.07%
5 Consumer Staples 1.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$9.88K ﹤0.01%
200
-800
577
$9.87K ﹤0.01%
203
578
$9.64K ﹤0.01%
410
579
$9.59K ﹤0.01%
107
580
$9.58K ﹤0.01%
18
581
$9.57K ﹤0.01%
352
-434
582
$9.52K ﹤0.01%
126
583
$9.51K ﹤0.01%
+45
584
$9.45K ﹤0.01%
1,000
585
$9.44K ﹤0.01%
72
586
$9.32K ﹤0.01%
1,135
587
$9.31K ﹤0.01%
+230
588
$9.21K ﹤0.01%
987
589
$9.16K ﹤0.01%
134
590
$9.12K ﹤0.01%
116
-265
591
$9.08K ﹤0.01%
104
+32
592
$9.05K ﹤0.01%
+77
593
$8.97K ﹤0.01%
+192
594
$8.92K ﹤0.01%
185
+165
595
$8.84K ﹤0.01%
+102
596
$8.74K ﹤0.01%
18
597
$8.73K ﹤0.01%
200
-1,468
598
$8.72K ﹤0.01%
2,000
599
$8.68K ﹤0.01%
+102
600
$8.59K ﹤0.01%
58
+21
22 23
24
25 26