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
726
$971 ﹤0.01%
+25
727
$956 ﹤0.01%
+2
728
$938 ﹤0.01%
10
-99
729
$907 ﹤0.01%
+32
730
$901 ﹤0.01%
875
731
$842 ﹤0.01%
40
732
$775 ﹤0.01%
25
733
$758 ﹤0.01%
+74
734
$738 ﹤0.01%
4
735
$736 ﹤0.01%
+20
736
$732 ﹤0.01%
15
-55
737
$691 ﹤0.01%
57
738
$676 ﹤0.01%
2
739
$645 ﹤0.01%
300
740
$620 ﹤0.01%
27
741
$597 ﹤0.01%
5
742
$595 ﹤0.01%
50
743
$574 ﹤0.01%
+26
744
$564 ﹤0.01%
40
745
$563 ﹤0.01%
5
746
$524 ﹤0.01%
+11
747
$522 ﹤0.01%
+4
748
$506 ﹤0.01%
150
749
$466 ﹤0.01%
24
750
$448 ﹤0.01%
+11
28 29
30
31 32