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
251
$77.4K 0.01%
644
-81
252
$76.2K 0.01%
1,162
+30
253
$74.9K 0.01%
5,850
254
$73.2K 0.01%
4,872
+1,692
255
$72.2K 0.01%
5,932
256
$72.2K 0.01%
500
257
$71.4K 0.01%
501
258
$71K 0.01%
2,553
-1,375
259
$70K 0.01%
984
260
$70K 0.01%
661
261
$69.9K 0.01%
138
+25
262
$69.7K 0.01%
2,874
+246
263
$69.5K 0.01%
538
+5
264
$66.4K 0.01%
191
265
$65.4K 0.01%
327
266
$64.3K 0.01%
3,106
+42
267
$63.8K 0.01%
528
268
$62.5K 0.01%
619
-180
269
$62.4K 0.01%
1,668
270
$61.8K 0.01%
905
271
$61.8K 0.01%
824
272
$60.2K 0.01%
509
273
$59.1K 0.01%
8,508
274
$58.5K 0.01%
4,170
275
$57.9K 0.01%
4,000
9 10
11
12 13