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
126
$284K 0.02%
2,118
-406
127
$283K 0.02%
2,626
+2,554
128
$280K 0.02%
8,485
129
$277K 0.02%
1,403
+89
130
$277K 0.02%
1,833
131
$276K 0.02%
10,831
132
$276K 0.02%
2,866
-103
133
$276K 0.02%
1,872
134
$275K 0.02%
4,041
135
$275K 0.02%
6,585
+608
136
$274K 0.02%
3,620
-362
137
$273K 0.02%
2,669
138
$273K 0.02%
45,142
-20,142
139
$270K 0.02%
7,476
140
$264K 0.02%
1,880
+202
141
$261K 0.02%
1,509
+1,469
142
$260K 0.02%
3,125
143
$258K 0.02%
324
+25
144
$256K 0.02%
1,211
-41
145
$256K 0.02%
3,453
146
$250K 0.02%
5,734
+2,892
147
$250K 0.02%
1,206
+185
148
$247K 0.02%
250
149
$246K 0.02%
1,823
-280
150
$245K 0.02%
1,395
4 5
6
7 8