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
$689M
AUM Growth
+$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,002
New
Increased
Reduced
Closed

Top Buys

1
+$23.3M
2
+$7.35M
3
+$7.2M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$5.55M
5
VXF icon
Vanguard Extended Market ETF
VXF
+$4.19M

Top Sells

1
+$1.07M
2
+$883K
3
+$399K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$350K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$344K

Sector Composition

1 Consumer Staples 10.86%
2 Consumer Discretionary 5.95%
3 Healthcare 5.79%
4 Technology 3.81%
5 Financials 2.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$5K ﹤0.01%
26
677
$4.98K ﹤0.01%
+1,000
678
$4.87K ﹤0.01%
69
679
$4.83K ﹤0.01%
+144
680
$4.76K ﹤0.01%
500
681
$4.71K ﹤0.01%
32
682
$4.64K ﹤0.01%
55
683
$4.52K ﹤0.01%
100
+40
684
$4.47K ﹤0.01%
99
685
$4.46K ﹤0.01%
90
-18
686
$4.44K ﹤0.01%
43
687
$4.43K ﹤0.01%
+88
688
$4.43K ﹤0.01%
44
+19
689
$4.42K ﹤0.01%
28
+6
690
$4.28K ﹤0.01%
+34
691
$4.13K ﹤0.01%
166
692
$4.09K ﹤0.01%
199
+158
693
$4.09K ﹤0.01%
+148
694
$4.03K ﹤0.01%
+2
695
$4.02K ﹤0.01%
107
696
$4K ﹤0.01%
+5,200
697
$3.98K ﹤0.01%
99
-27
698
$3.96K ﹤0.01%
60
-60
699
$3.86K ﹤0.01%
1,135
700
$3.83K ﹤0.01%
223
26 27
28
29 30