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
$957M
AUM Growth
+$124M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
947
New
Increased
Reduced
Closed

Top Buys

1
+$12.6M
2
+$12.6M
3
+$5.05M
4
VXF icon
Vanguard Extended Market ETF
VXF
+$3.21M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.25M

Top Sells

1
+$472K
2
+$396K
3
+$264K
4
FMB icon
First Trust Managed Municipal ETF
FMB
+$214K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$154K

Sector Composition

1 Consumer Staples 7.53%
2 Healthcare 4.82%
3 Technology 4.29%
4 Consumer Discretionary 4.17%
5 Financials 1.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$1.98K ﹤0.01%
61
-1,384
727
$1.95K ﹤0.01%
32
728
$1.94K ﹤0.01%
+13
729
$1.91K ﹤0.01%
52
730
$1.89K ﹤0.01%
8
731
$1.84K ﹤0.01%
+17
732
$1.81K ﹤0.01%
18
+8
733
$1.79K ﹤0.01%
+12
734
$1.78K ﹤0.01%
+23
735
$1.77K ﹤0.01%
+62
736
$1.75K ﹤0.01%
48
737
$1.73K ﹤0.01%
44
738
$1.72K ﹤0.01%
+3
739
$1.69K ﹤0.01%
+9
740
$1.68K ﹤0.01%
72
741
$1.62K ﹤0.01%
+127
742
$1.62K ﹤0.01%
+36
743
$1.6K ﹤0.01%
+26
744
$1.47K ﹤0.01%
+53
745
$1.44K ﹤0.01%
100
746
$1.39K ﹤0.01%
+3
747
$1.32K ﹤0.01%
32
748
$1.25K ﹤0.01%
40
749
$1.23K ﹤0.01%
+6
750
$1.23K ﹤0.01%
150
28 29
30
31 32