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
626
$6.29K ﹤0.01%
37
627
$6.29K ﹤0.01%
111
628
$6.25K ﹤0.01%
60
629
$6.16K ﹤0.01%
871
630
$6.01K ﹤0.01%
845
631
$6K ﹤0.01%
342
632
$5.94K ﹤0.01%
64
+30
633
$5.85K ﹤0.01%
3
-2
634
$5.69K ﹤0.01%
2,443
635
$5.67K ﹤0.01%
+450
636
$5.64K ﹤0.01%
84
637
$5.56K ﹤0.01%
+242
638
$5.5K ﹤0.01%
+183
639
$5.3K ﹤0.01%
8
-8
640
$5.25K ﹤0.01%
4,450
+3,340
641
$5.12K ﹤0.01%
209
642
$5K ﹤0.01%
107
-53
643
$4.92K ﹤0.01%
+167
644
$4.84K ﹤0.01%
556
645
$4.83K ﹤0.01%
60
646
$4.68K ﹤0.01%
76
-8
647
$4.66K ﹤0.01%
80
648
$4.63K ﹤0.01%
50
649
$4.48K ﹤0.01%
+65
650
$4.42K ﹤0.01%
+50
24 25
26
27 28