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
276
$105K 0.01%
942
-18
277
$105K 0.01%
1,627
+1,003
278
$104K 0.01%
503
+17
279
$104K 0.01%
2,324
-232
280
$104K 0.01%
1,700
281
$102K 0.01%
+271
282
$99.8K 0.01%
884
283
$99.2K 0.01%
389
+16
284
$98.7K 0.01%
728
285
$97.8K 0.01%
700
286
$97.4K 0.01%
2,822
-241
287
$97.3K 0.01%
846
288
$97.1K 0.01%
1,965
+52
289
$96.6K 0.01%
1,206
-51
290
$95.9K 0.01%
240
291
$95.9K 0.01%
2,115
+431
292
$95.4K 0.01%
688
+27
293
$95.3K 0.01%
1,867
-420
294
$92.8K 0.01%
900
295
$92K 0.01%
594
296
$90.5K 0.01%
+565
297
$90K 0.01%
391
-134
298
$89.3K 0.01%
192
+1
299
$88.8K 0.01%
1,058
300
$88.7K 0.01%
10,408
10 11
12
13 14