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
51
$779K 0.07%
9,695
-192
52
$757K 0.07%
7,241
+259
53
$756K 0.07%
1,895
54
$754K 0.06%
18,289
+802
55
$751K 0.06%
8,823
-111
56
$743K 0.06%
4,439
-1,176
57
$736K 0.06%
2,409
-113
58
$728K 0.06%
3,538
59
$723K 0.06%
14,036
-643
60
$697K 0.06%
31,563
-8,797
61
$694K 0.06%
11,578
62
$689K 0.06%
8,428
-680
63
$683K 0.06%
3,078
-2
64
$677K 0.06%
1,293
-837
65
$670K 0.06%
2,151
-5,093
66
$655K 0.06%
6,633
+163
67
$649K 0.06%
2,726
-18
68
$608K 0.05%
8,954
-149
69
$596K 0.05%
8,403
-1,570
70
$595K 0.05%
3,069
-573
71
$585K 0.05%
1,096
-7
72
$578K 0.05%
2,820
73
$558K 0.05%
9,568
-3,302
74
$558K 0.05%
2,301
-22
75
$554K 0.05%
8,421
+1,000
1 2
3
4 5