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
$833M
AUM Growth
-$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
900
New
Increased
Reduced
Closed

Top Buys

1
+$21.3M
2
+$5.78M
3
+$3.2M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$375K
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$311K

Top Sells

1
+$1.47M
2
+$290K
3
+$281K
4
AAPL icon
Apple
AAPL
+$273K
5
ARKK icon
ARK Innovation ETF
ARKK
+$251K

Sector Composition

1 Consumer Staples 8.43%
2 Healthcare 4.92%
3 Consumer Discretionary 4.74%
4 Technology 4%
5 Financials 1.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$98.9K 0.01%
13,417
227
$97.1K 0.01%
1,471
228
$96.7K 0.01%
875
-28
229
$96.5K 0.01%
1,231
+52
230
$96.1K 0.01%
1,000
231
$94.9K 0.01%
2,877
-335
232
$94.8K 0.01%
+2,991
233
$93.8K 0.01%
1,079
-169
234
$92.5K 0.01%
245
+35
235
$92.1K 0.01%
315
-5
236
$90.4K 0.01%
1,913
-2,000
237
$90K 0.01%
990
238
$89.9K 0.01%
196
239
$89.3K 0.01%
328
-108
240
$88.5K 0.01%
1,753
241
$88.5K 0.01%
612
-42
242
$87.4K 0.01%
502
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243
$86.7K 0.01%
535
+4
244
$84.8K 0.01%
423
245
$84.6K 0.01%
+1,680
246
$84.3K 0.01%
900
247
$83.4K 0.01%
2,513
+829
248
$82.3K 0.01%
1,286
+142
249
$78.4K 0.01%
+250
250
$78.2K 0.01%
121
+2
8 9
10
11 12