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
751
$443 ﹤0.01%
6
752
$439 ﹤0.01%
10
753
$437 ﹤0.01%
25
754
$430 ﹤0.01%
33
755
$410 ﹤0.01%
42
756
$387 ﹤0.01%
+5
757
$381 ﹤0.01%
125
758
$366 ﹤0.01%
+11
759
$354 ﹤0.01%
200
760
$347 ﹤0.01%
+3
761
$344 ﹤0.01%
17
762
$334 ﹤0.01%
5
763
$332 ﹤0.01%
2
-43
764
$298 ﹤0.01%
6
765
$290 ﹤0.01%
5
766
$284 ﹤0.01%
10
767
$255 ﹤0.01%
20
768
$255 ﹤0.01%
+3
769
$245 ﹤0.01%
9
-920
770
$239 ﹤0.01%
4
771
$224 ﹤0.01%
+14
772
$217 ﹤0.01%
2
-45
773
$211 ﹤0.01%
36
774
$191 ﹤0.01%
7
775
$182 ﹤0.01%
925
29 30
31
32 33