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
101
$405K 0.03%
5,654
+1,036
102
$404K 0.03%
11,904
-467
103
$399K 0.03%
4,336
-402
104
$388K 0.03%
2,415
+9
105
$382K 0.03%
16,375
106
$373K 0.03%
9,750
107
$369K 0.03%
396
+173
108
$361K 0.03%
1,524
109
$356K 0.03%
1,237
-97
110
$350K 0.03%
2,278
+50
111
$349K 0.03%
4,865
-171
112
$347K 0.03%
1,285
+650
113
$335K 0.03%
3,051
+195
114
$329K 0.03%
1,644
+672
115
$327K 0.03%
1,383
-70
116
$326K 0.03%
989
+12
117
$316K 0.03%
5,347
-3,291
118
$312K 0.03%
1,823
-128
119
$303K 0.03%
14,084
+3,857
120
$302K 0.03%
30,119
+8,212
121
$302K 0.03%
1,498
122
$301K 0.03%
5,108
-523
123
$288K 0.02%
2,902
+920
124
$288K 0.02%
1,059
-85
125
$286K 0.02%
608
+4
3 4
5
6 7