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
701
$1.52K ﹤0.01%
50
702
$1.48K ﹤0.01%
+58
703
$1.47K ﹤0.01%
75
704
$1.44K ﹤0.01%
+33
705
$1.39K ﹤0.01%
62
706
$1.38K ﹤0.01%
72
707
$1.34K ﹤0.01%
166
708
$1.34K ﹤0.01%
25
709
$1.34K ﹤0.01%
12
710
$1.31K ﹤0.01%
100
711
$1.29K ﹤0.01%
+8
712
$1.28K ﹤0.01%
+10
713
$1.21K ﹤0.01%
70
714
$1.2K ﹤0.01%
8
-31
715
$1.11K ﹤0.01%
+4
716
$1.11K ﹤0.01%
229
717
$1.09K ﹤0.01%
144
718
$1.09K ﹤0.01%
197
719
$1.07K ﹤0.01%
+21
720
$1.04K ﹤0.01%
70
721
$1.02K ﹤0.01%
250
722
$1.01K ﹤0.01%
17
723
$998 ﹤0.01%
5
724
$989 ﹤0.01%
+32
725
$989 ﹤0.01%
50
27 28
29
30 31