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
726
$2.55K ﹤0.01%
51
+9
727
$2.53K ﹤0.01%
199
728
$2.51K ﹤0.01%
27
-81
729
$2.44K ﹤0.01%
14
730
$2.41K ﹤0.01%
6
731
$2.4K ﹤0.01%
22
732
$2.4K ﹤0.01%
72
-49
733
$2.25K ﹤0.01%
+32
734
$2.25K ﹤0.01%
197
735
$2.24K ﹤0.01%
45
-211
736
$2.2K ﹤0.01%
100
-1,400
737
$2.19K ﹤0.01%
129
738
$2.18K ﹤0.01%
52
739
$2.14K ﹤0.01%
40
740
$2.01K ﹤0.01%
68
741
$1.99K ﹤0.01%
404
742
$1.93K ﹤0.01%
68
743
$1.92K ﹤0.01%
28
744
$1.78K ﹤0.01%
+31
745
$1.76K ﹤0.01%
8
746
$1.76K ﹤0.01%
10
747
$1.74K ﹤0.01%
8
748
$1.74K ﹤0.01%
31
749
$1.7K ﹤0.01%
20
750
$1.54K ﹤0.01%
125
28 29
30
31 32