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
$845M
AUM Growth
+$113M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
919
New
Increased
Reduced
Closed

Top Buys

1
+$72.9M
2
+$5.17M
3
+$2.05M
4
VV icon
Vanguard Large-Cap ETF
VV
+$1.01M
5
JPM icon
JPMorgan Chase
JPM
+$714K

Top Sells

1
+$3.75M
2
+$2.27M
3
+$933K
4
AAPL icon
Apple
AAPL
+$772K
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$610K

Sector Composition

1 Consumer Staples 9.05%
2 Healthcare 5.35%
3 Consumer Discretionary 4.96%
4 Technology 4.35%
5 Financials 1.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$80.1K 0.01%
990
252
$76.8K 0.01%
661
253
$76.8K 0.01%
5,932
254
$76.7K 0.01%
501
255
$76.2K 0.01%
391
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256
$75.8K 0.01%
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257
$75K 0.01%
320
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258
$75K 0.01%
533
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259
$73.7K 0.01%
1,132
+675
260
$73K 0.01%
649
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261
$72.9K 0.01%
528
262
$69.2K 0.01%
725
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263
$68K 0.01%
3,612
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264
$67.2K 0.01%
191
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265
$67.1K 0.01%
3,064
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266
$66.9K 0.01%
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267
$66.4K 0.01%
509
268
$66.3K 0.01%
2,628
269
$63.5K 0.01%
824
270
$62.6K 0.01%
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271
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296
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272
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4,000
273
$62.3K 0.01%
+3,000
274
$62.1K 0.01%
256
-76
275
$61.6K 0.01%
1,123
-250
9 10
11
12 13