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
$1.2B
AUM Growth
+$31.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,006
New
Increased
Reduced
Closed

Top Buys

1
+$32.4M
2
+$6.26M
3
+$5.73M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$731K
5
FMB icon
First Trust Managed Municipal ETF
FMB
+$661K

Top Sells

1
+$3.99M
2
+$3.4M
3
+$2.3M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.78M
5
VV icon
Vanguard Large-Cap ETF
VV
+$1.49M

Sector Composition

1 Technology 4.11%
2 Financials 1.65%
3 Consumer Discretionary 1.35%
4 Healthcare 1.07%
5 Consumer Staples 1.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$2.17K ﹤0.01%
229
777
$2.16K ﹤0.01%
+105
778
$2.15K ﹤0.01%
875
779
$2.03K ﹤0.01%
1,110
780
$2.01K ﹤0.01%
+142
781
$1.99K ﹤0.01%
78
782
$1.97K ﹤0.01%
44
783
$1.96K ﹤0.01%
134
784
$1.95K ﹤0.01%
166
785
$1.94K ﹤0.01%
32
+26
786
$1.93K ﹤0.01%
62
787
$1.93K ﹤0.01%
+259
788
$1.91K ﹤0.01%
+68
789
$1.9K ﹤0.01%
+230
790
$1.82K ﹤0.01%
+66
791
$1.81K ﹤0.01%
+86
792
$1.77K ﹤0.01%
190
+170
793
$1.72K ﹤0.01%
72
794
$1.66K ﹤0.01%
50
795
$1.59K ﹤0.01%
+280
796
$1.59K ﹤0.01%
30
+20
797
$1.51K ﹤0.01%
+200
798
$1.5K ﹤0.01%
+33
799
$1.49K ﹤0.01%
40
800
$1.46K ﹤0.01%
250
30 31
32
33 34