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
$1B
AUM Growth
+$69.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
919
New
Increased
Reduced
Closed

Top Buys

1
+$39.6M
2
+$21.5M
3
+$1.26M
4
V icon
Visa
V
+$768K
5
META icon
Meta Platforms (Facebook)
META
+$562K

Top Sells

1
+$9.16M
2
+$2.85M
3
+$2.21M
4
AVGO icon
Broadcom
AVGO
+$434K
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$426K

Sector Composition

1 Technology 4.76%
2 Financials 2.04%
3 Healthcare 1.88%
4 Consumer Staples 1.67%
5 Consumer Discretionary 1.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$117K 0.01%
1,364
227
$115K 0.01%
2,991
228
$115K 0.01%
1,184
229
$114K 0.01%
4,975
230
$113K 0.01%
13,417
231
$113K 0.01%
475
232
$113K 0.01%
4,746
+2,666
233
$113K 0.01%
7,198
-496
234
$112K 0.01%
576
+25
235
$112K 0.01%
1,115
+123
236
$109K 0.01%
484
237
$107K 0.01%
1,753
238
$105K 0.01%
2,556
+794
239
$104K 0.01%
2,287
240
$104K 0.01%
486
241
$102K 0.01%
3,063
-67
242
$101K 0.01%
3,068
-4,961
243
$101K 0.01%
1,600
+600
244
$101K 0.01%
1,700
+1,653
245
$99.8K 0.01%
1,654
-713
246
$99.2K 0.01%
559
+15
247
$97.4K 0.01%
501
248
$97.2K 0.01%
1,362
-149
249
$97.1K 0.01%
325
250
$96.8K 0.01%
700
8 9
10
11 12