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
251
$121K 0.01%
475
252
$119K 0.01%
5,428
+1,255
253
$118K 0.01%
+196
254
$118K 0.01%
2,155
-100
255
$117K 0.01%
13,417
256
$116K 0.01%
562
+3
257
$116K 0.01%
+858
258
$116K 0.01%
1,064
+685
259
$115K 0.01%
484
260
$115K 0.01%
256
+16
261
$115K 0.01%
2,223
+89
262
$114K 0.01%
+984
263
$114K 0.01%
1,753
264
$112K 0.01%
+903
265
$112K 0.01%
1,733
+79
266
$110K 0.01%
+455
267
$110K 0.01%
723
-1,393
268
$110K 0.01%
282
-382
269
$109K 0.01%
255
270
$109K 0.01%
919
+859
271
$107K 0.01%
113
-5
272
$107K 0.01%
3,073
+5
273
$107K 0.01%
1,081
+919
274
$107K 0.01%
1,367
+5
275
$106K 0.01%
+1,553
9 10
11
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