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
176
$189K 0.02%
4,119
177
$184K 0.02%
3,830
-887
178
$181K 0.02%
7,686
179
$181K 0.02%
1,856
180
$180K 0.02%
7,075
181
$178K 0.02%
666
+260
182
$176K 0.02%
1,203
-466
183
$175K 0.02%
561
+331
184
$173K 0.01%
1,549
185
$172K 0.01%
1,724
-386
186
$171K 0.01%
6,734
-252
187
$170K 0.01%
1,465
-1,172
188
$167K 0.01%
715
-28
189
$166K 0.01%
1,038
+7
190
$165K 0.01%
1,574
+6
191
$164K 0.01%
1,671
+275
192
$162K 0.01%
541
193
$159K 0.01%
4,307
-627
194
$157K 0.01%
234
+64
195
$157K 0.01%
495
196
$154K 0.01%
1,050
197
$152K 0.01%
2,040
198
$151K 0.01%
882
+450
199
$148K 0.01%
581
200
$148K 0.01%
2,053
+200
6 7
8
9 10