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PMFA
Plante Moran Financial Advisors Portfolio holdings
AUM
$1.55B
1-Year Est. Return
17.93%
This Fund
S&P 500
This Quarter
Est. Return
-2.99%
1 Year Est. Return
+17.93%
3 Year Est. Return
+50.34%
5 Year Est. Return
+65.94%
10 Year Est. Return
+247.17%
AUM
$1.55B
AUM Growth
-$33.3M
(-2.1%)
Cap. Flow
+$17.8M
Cap. Flow
% of AUM
1.15%
Top 10 Holdings %
Top 10 Hldgs %
90.18%
Holding
882
New
71
Increased
104
Reduced
197
Closed
164
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
+$32.8M |
| 2 |
Vanguard Extended Market ETF
VXF
|
+$14.2M |
| 3 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$1.5M |
| 4 |
BMOP
BNY Mellon Municipal Opportunities ETF
BMOP
|
+$1.33M |
| 5 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$1.01M |
Top Sells
| 1 |
Vanguard Large-Cap ETF
VV
|
+$6.25M |
| 2 |
Amazon
AMZN
|
+$2.14M |
| 3 |
iShares Gold Trust
IAU
|
+$1.93M |
| 4 |
Stryker
SYK
|
+$1.73M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$1.63M |
Sector Composition
| 1 | Technology | 1.64% |
| 2 | Financials | 0.89% |
| 3 | Healthcare | 0.63% |
| 4 | Communication Services | 0.5% |
| 5 | Consumer Discretionary | 0.5% |
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