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
601
$8.16K ﹤0.01%
202
+98
602
$7.83K ﹤0.01%
671
+634
603
$7.78K ﹤0.01%
46
604
$7.72K ﹤0.01%
100
605
$7.66K ﹤0.01%
50
606
$7.62K ﹤0.01%
2,000
607
$7.59K ﹤0.01%
29
608
$7.57K ﹤0.01%
51
609
$7.53K ﹤0.01%
102
610
$7.51K ﹤0.01%
+125
611
$7.46K ﹤0.01%
+36
612
$7.44K ﹤0.01%
150
613
$7.43K ﹤0.01%
+232
614
$7.28K ﹤0.01%
108
615
$7.25K ﹤0.01%
987
616
$7.23K ﹤0.01%
139
-182
617
$7.17K ﹤0.01%
147
-205
618
$7.12K ﹤0.01%
129
619
$7.12K ﹤0.01%
173
-56
620
$7.01K ﹤0.01%
865
+41
621
$6.96K ﹤0.01%
22
622
$6.84K ﹤0.01%
+3,000
623
$6.83K ﹤0.01%
99
624
$6.59K ﹤0.01%
166
625
$6.3K ﹤0.01%
102
23 24
25
26 27