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
76
$534K 0.05%
7,113
-1,624
77
$530K 0.05%
6,769
-21
78
$514K 0.04%
2,579
-21
79
$492K 0.04%
5,104
-94
80
$487K 0.04%
7,899
+707
81
$483K 0.04%
1,828
-191
82
$483K 0.04%
1,863
-397
83
$481K 0.04%
2,296
-957
84
$477K 0.04%
19,049
-7,806
85
$458K 0.04%
2,733
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86
$457K 0.04%
1,489
87
$454K 0.04%
4,888
-196
88
$450K 0.04%
4,210
+1,250
89
$449K 0.04%
13,404
90
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3,281
91
$439K 0.04%
800
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92
$437K 0.04%
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93
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3,492
-15
94
$434K 0.04%
3,275
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95
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3,541
96
$428K 0.04%
1,749
-155
97
$417K 0.04%
7,066
+34
98
$416K 0.04%
3,224
-574
99
$413K 0.04%
14,776
+681
100
$412K 0.04%
3,112
+82
2 3
4
5 6