PMFA
Plante Moran Financial Advisors Portfolio holdings
AUM
$1.42B
1-Year Return
13.8%
This Quarter Return
+2.51%
1 Year Return
+13.8%
3 Year Return
+55.88%
5 Year Return
+100.06%
10 Year Return
+234.83%
AUM
$1B
AUM Growth
+$69.5M
(+7.5%)
Cap. Flow
+$49.2M
Cap. Flow
% of AUM
4.92%
Top 10 Holdings %
Top 10 Hldgs %
82.68%
Holding
919
New
59
Increased
144
Reduced
150
Closed
116
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
$39.6M |
| 2 |
Vanguard Extended Market ETF
VXF
|
$21.5M |
| 3 |
Apple
AAPL
|
$1.26M |
| 4 |
Visa
V
|
$768K |
| 5 |
Meta Platforms (Facebook)
META
|
$562K |
Top Sells
| 1 |
Vanguard FTSE Developed Markets ETF
VEA
|
$9.16M |
| 2 |
iShares National Muni Bond ETF
MUB
|
$2.85M |
| 3 |
SPDR Portfolio Developed World ex-US ETF
SPDW
|
$2.21M |
| 4 |
Broadcom
AVGO
|
$434K |
| 5 |
iShares Russell Mid-Cap ETF
IWR
|
$426K |
Sector Composition
| 1 | Technology | 4.76% |
| 2 | Financials | 2.04% |
| 3 | Healthcare | 1.88% |
| 4 | Consumer Staples | 1.67% |
| 5 | Consumer Discretionary | 1.47% |
