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
626
$7.42K ﹤0.01%
+199
627
$7.42K ﹤0.01%
22
628
$7.35K ﹤0.01%
102
629
$7.33K ﹤0.01%
+317
630
$7.32K ﹤0.01%
824
+37
631
$7.29K ﹤0.01%
190
632
$7.27K ﹤0.01%
50
633
$7.25K ﹤0.01%
97
634
$7.24K ﹤0.01%
35
635
$7.2K ﹤0.01%
39
+31
636
$7.19K ﹤0.01%
+132
637
$7.08K ﹤0.01%
504
-164
638
$7.04K ﹤0.01%
100
639
$7.01K ﹤0.01%
40
640
$6.98K ﹤0.01%
150
641
$6.96K ﹤0.01%
+91
642
$6.94K ﹤0.01%
46
643
$6.92K ﹤0.01%
556
-86
644
$6.85K ﹤0.01%
129
+4
645
$6.78K ﹤0.01%
+14
646
$6.66K ﹤0.01%
+38
647
$6.58K ﹤0.01%
+97
648
$6.58K ﹤0.01%
108
649
$6.56K ﹤0.01%
130
-42
650
$6.49K ﹤0.01%
+31
24 25
26
27 28