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
$1.17B
AUM Growth
+$172M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
958
New
Increased
Reduced
Closed

Top Buys

1
+$106M
2
+$10.5M
3
+$1.71M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.56M
5
AAPL icon
Apple
AAPL
+$673K

Top Sells

1
+$2.33M
2
+$1.53M
3
+$1.3M
4
NVDA icon
NVIDIA
NVDA
+$1.3M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$769K

Sector Composition

1 Technology 4.27%
2 Financials 2.02%
3 Healthcare 1.63%
4 Consumer Staples 1.53%
5 Consumer Discretionary 1.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$138K 0.01%
2,116
+1,604
227
$137K 0.01%
6,666
-234
228
$137K 0.01%
7,075
229
$136K 0.01%
1,000
230
$136K 0.01%
322
231
$136K 0.01%
2,315
232
$134K 0.01%
+1,019
233
$133K 0.01%
441
234
$132K 0.01%
2,991
235
$130K 0.01%
2,909
+32
236
$130K 0.01%
183
-18
237
$129K 0.01%
4,975
238
$128K 0.01%
+1,356
239
$128K 0.01%
2,350
+1,814
240
$128K 0.01%
+1,333
241
$126K 0.01%
1,243
-5,823
242
$125K 0.01%
451
243
$125K 0.01%
+1,489
244
$124K 0.01%
824
245
$123K 0.01%
1,364
246
$123K 0.01%
3,152
247
$123K 0.01%
1,184
248
$123K 0.01%
7,298
+100
249
$122K 0.01%
593
+17
250
$122K 0.01%
4,746
8 9
10
11 12