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
251
$95K 0.01%
477
252
$94.5K 0.01%
884
+3
253
$94K 0.01%
1,194
+30
254
$93.2K 0.01%
255
255
$92.9K 0.01%
118
-9
256
$92.7K 0.01%
240
+91
257
$91.9K 0.01%
1,913
258
$91.7K 0.01%
960
-25
259
$90.9K 0.01%
644
-13
260
$89.5K 0.01%
191
261
$88.8K 0.01%
728
+1
262
$88.6K 0.01%
2,134
263
$86.9K 0.01%
846
+211
264
$85.3K 0.01%
526
-15
265
$84.2K 0.01%
590
+135
266
$84.1K 0.01%
186
267
$84.1K 0.01%
1,428
268
$83.9K 0.01%
594
269
$83.8K 0.01%
900
270
$83.6K 0.01%
758
+558
271
$83K 0.01%
1,257
-648
272
$79.7K 0.01%
4,173
+2,133
273
$78.9K 0.01%
2,874
-188
274
$78.6K 0.01%
905
275
$78.1K 0.01%
1,247
+247
9 10
11
12 13