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
601
$7.21K ﹤0.01%
35
602
$7.17K ﹤0.01%
700
603
$7.14K ﹤0.01%
150
604
$7.12K ﹤0.01%
72
+53
605
$7.04K ﹤0.01%
+142
606
$7.03K ﹤0.01%
651
607
$6.98K ﹤0.01%
1,135
608
$6.91K ﹤0.01%
+113
609
$6.91K ﹤0.01%
60
610
$6.88K ﹤0.01%
+36
611
$6.77K ﹤0.01%
+15
612
$6.68K ﹤0.01%
+55
613
$6.6K ﹤0.01%
+695
614
$6.53K ﹤0.01%
500
615
$6.47K ﹤0.01%
120
616
$6.47K ﹤0.01%
169
617
$6.44K ﹤0.01%
+8
618
$6.43K ﹤0.01%
120
619
$6.38K ﹤0.01%
+156
620
$6.34K ﹤0.01%
46
621
$6.34K ﹤0.01%
50
622
$6.33K ﹤0.01%
50
-38
623
$6.33K ﹤0.01%
28
+10
624
$6.31K ﹤0.01%
72
625
$6.29K ﹤0.01%
100
23 24
25
26 27