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
201
$141K 0.01%
850
-118
202
$141K 0.01%
4,128
-7,670
203
$137K 0.01%
2,909
204
$136K 0.01%
2,155
-276
205
$135K 0.01%
545
-100
206
$135K 0.01%
+1,334
207
$134K 0.01%
490
+44
208
$133K 0.01%
196
209
$132K 0.01%
6,666
210
$132K 0.01%
1,364
211
$131K 0.01%
8,721
-130
212
$130K 0.01%
763
+30
213
$129K 0.01%
1,720
-662
214
$128K 0.01%
2,991
215
$128K 0.01%
1,107
216
$125K 0.01%
863
-2,209
217
$125K 0.01%
462
-49
218
$124K 0.01%
1,675
219
$120K 0.01%
475
220
$118K 0.01%
2,750
221
$118K 0.01%
1,623
-990
222
$118K 0.01%
761
+73
223
$116K 0.01%
576
224
$115K 0.01%
1,856
+456
225
$115K 0.01%
1,181
-9
7 8
9
10 11