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
276
$57.6K 0.01%
514
+188
277
$57.1K 0.01%
202
+15
278
$56.8K 0.01%
1,694
+79
279
$56.7K 0.01%
537
-112
280
$56.5K 0.01%
1,058
281
$55.8K 0.01%
750
282
$54.6K 0.01%
624
283
$54.2K 0.01%
441
+265
284
$54.2K 0.01%
488
+7
285
$53.6K 0.01%
500
286
$51.8K 0.01%
1,137
287
$51.7K 0.01%
423
+5
288
$50.9K 0.01%
256
289
$50.9K 0.01%
341
+36
290
$50.7K 0.01%
635
291
$50.7K 0.01%
1,233
292
$50.6K 0.01%
1,797
293
$50.4K 0.01%
360
+65
294
$50.1K 0.01%
408
-35
295
$50.1K 0.01%
880
296
$49.6K 0.01%
3,612
297
$48K 0.01%
1,050
298
$47.6K 0.01%
647
299
$47.5K 0.01%
1,123
300
$47.2K 0.01%
146
10 11
12
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