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
276
$60.7K 0.01%
1,058
277
$60.6K 0.01%
750
278
$60K 0.01%
1,615
279
$59.9K 0.01%
1,400
+150
280
$59.6K 0.01%
624
281
$59K 0.01%
113
282
$57.3K 0.01%
481
+30
283
$56.9K 0.01%
1,137
284
$56.8K 0.01%
8,508
+94
285
$56.8K 0.01%
1,684
+252
286
$56.4K 0.01%
1,233
287
$55.9K 0.01%
187
-22
288
$55.8K 0.01%
443
+107
289
$55.1K 0.01%
880
290
$54.9K 0.01%
850
+40
291
$53.6K 0.01%
+635
292
$53.1K 0.01%
418
293
$53K 0.01%
4,170
294
$52.9K 0.01%
305
295
$52.6K 0.01%
694
-101
296
$51.5K 0.01%
+1,326
297
$51.3K 0.01%
1,281
298
$51.1K 0.01%
1,000
299
$50.7K 0.01%
3,180
-2,642
300
$50.5K 0.01%
374
10 11
12
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