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
651
$6.48K ﹤0.01%
+51
652
$6.38K ﹤0.01%
+65
653
$6.36K ﹤0.01%
84
654
$6.36K ﹤0.01%
55
655
$6.17K ﹤0.01%
166
656
$6.15K ﹤0.01%
37
657
$6.14K ﹤0.01%
181
658
$6.12K ﹤0.01%
+153
659
$6.03K ﹤0.01%
+13
660
$5.97K ﹤0.01%
+197
661
$5.96K ﹤0.01%
+91
662
$5.92K ﹤0.01%
+13
663
$5.85K ﹤0.01%
99
664
$5.82K ﹤0.01%
5,200
665
$5.82K ﹤0.01%
46
666
$5.69K ﹤0.01%
209
667
$5.67K ﹤0.01%
+106
668
$5.62K ﹤0.01%
+43
669
$5.61K ﹤0.01%
+121
670
$5.5K ﹤0.01%
+24
671
$5.45K ﹤0.01%
+61
672
$5.45K ﹤0.01%
60
-859
673
$5.44K ﹤0.01%
+46
674
$5.43K ﹤0.01%
+49
675
$5.41K ﹤0.01%
229
25 26
27
28 29