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
576
$9.47K ﹤0.01%
116
577
$9.41K ﹤0.01%
22
+3
578
$9.38K ﹤0.01%
157
-88
579
$9.38K ﹤0.01%
1,000
580
$9.3K ﹤0.01%
240
581
$9.1K ﹤0.01%
142
582
$9.08K ﹤0.01%
+78
583
$9.06K ﹤0.01%
150
584
$8.94K ﹤0.01%
5,200
585
$8.94K ﹤0.01%
+488
586
$8.92K ﹤0.01%
200
587
$8.91K ﹤0.01%
+387
588
$8.88K ﹤0.01%
35
589
$8.85K ﹤0.01%
137
590
$8.76K ﹤0.01%
64
591
$8.72K ﹤0.01%
+647
592
$8.71K ﹤0.01%
18
593
$8.7K ﹤0.01%
362
594
$8.69K ﹤0.01%
642
595
$8.67K ﹤0.01%
107
596
$8.54K ﹤0.01%
+50
597
$8.46K ﹤0.01%
202
+12
598
$8.34K ﹤0.01%
384
-26
599
$8.34K ﹤0.01%
85
600
$8.31K ﹤0.01%
+119
22 23
24
25 26