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
651
$4.41K ﹤0.01%
55
-13
652
$4.3K ﹤0.01%
41
653
$4.14K ﹤0.01%
22
654
$4.02K ﹤0.01%
375
655
$3.99K ﹤0.01%
+31
656
$3.98K ﹤0.01%
36
657
$3.93K ﹤0.01%
+58
658
$3.88K ﹤0.01%
100
659
$3.84K ﹤0.01%
373
660
$3.81K ﹤0.01%
+145
661
$3.81K ﹤0.01%
247
662
$3.77K ﹤0.01%
55
-301
663
$3.74K ﹤0.01%
+105
664
$3.69K ﹤0.01%
25
665
$3.67K ﹤0.01%
+76
666
$3.63K ﹤0.01%
20
667
$3.62K ﹤0.01%
21
668
$3.6K ﹤0.01%
500
669
$3.59K ﹤0.01%
100
670
$3.54K ﹤0.01%
250
-500
671
$3.48K ﹤0.01%
165
672
$3.42K ﹤0.01%
300
673
$3.4K ﹤0.01%
100
674
$3.39K ﹤0.01%
56
675
$3.25K ﹤0.01%
95
25 26
27
28 29