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
276
$78K 0.01%
460
+140
277
$77.1K 0.01%
661
278
$75.7K 0.01%
1,573
279
$75.2K 0.01%
136
+6
280
$73.8K 0.01%
1,112
-2,307
281
$73.4K 0.01%
+1,388
282
$73.1K 0.01%
150
-15
283
$73K 0.01%
5,000
284
$73K 0.01%
528
285
$72.5K 0.01%
528
286
$72.1K 0.01%
10,408
+10,000
287
$70.6K 0.01%
240
288
$70.5K 0.01%
1,058
289
$70K 0.01%
404
290
$70K 0.01%
4,314
+144
291
$69.2K 0.01%
1,684
-4,475
292
$68K 0.01%
1,668
293
$67.6K 0.01%
3,612
294
$67.4K 0.01%
250
295
$67.1K 0.01%
387
296
$66.9K 0.01%
+189
297
$66.5K 0.01%
+896
298
$66.3K 0.01%
5,850
299
$65.1K 0.01%
612
300
$65K 0.01%
+833
10 11
12
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