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
676
$3.21K ﹤0.01%
140
677
$3.16K ﹤0.01%
400
678
$2.92K ﹤0.01%
120
679
$2.87K ﹤0.01%
+107
680
$2.81K ﹤0.01%
72
681
$2.76K ﹤0.01%
73
682
$2.75K ﹤0.01%
+59
683
$2.72K ﹤0.01%
+68
684
$2.72K ﹤0.01%
+88
685
$2.67K ﹤0.01%
+80
686
$2.64K ﹤0.01%
104
-248
687
$2.62K ﹤0.01%
27
688
$2.6K ﹤0.01%
51
-39
689
$2.59K ﹤0.01%
301
690
$2.42K ﹤0.01%
8
691
$2.33K ﹤0.01%
17
692
$2.32K ﹤0.01%
50
+17
693
$2.26K ﹤0.01%
56
+12
694
$2.23K ﹤0.01%
408
695
$1.89K ﹤0.01%
35
-526
696
$1.85K ﹤0.01%
86
697
$1.78K ﹤0.01%
49
-106
698
$1.73K ﹤0.01%
10
-48
699
$1.69K ﹤0.01%
11
-35
700
$1.65K ﹤0.01%
44
26 27
28
29 30