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
301
$46.4K 0.01%
850
302
$45.7K 0.01%
1,238
-88
303
$45.3K 0.01%
1,052
304
$44.9K 0.01%
623
-71
305
$44.5K 0.01%
333
306
$44.3K 0.01%
964
307
$44.1K 0.01%
568
308
$42.8K 0.01%
865
309
$42.7K 0.01%
1,445
+61
310
$42.6K 0.01%
1,104
311
$42K 0.01%
1,000
312
$41.6K 0.01%
3,897
313
$41.6K 0.01%
753
-38
314
$41.4K 0.01%
889
315
$40.5K ﹤0.01%
539
316
$40.4K ﹤0.01%
1,308
317
$40.2K ﹤0.01%
463
318
$40.1K ﹤0.01%
480
+225
319
$39.5K ﹤0.01%
279
320
$39.5K ﹤0.01%
1,947
321
$39.5K ﹤0.01%
176
-80
322
$39.3K ﹤0.01%
2,462
-4,000
323
$39.3K ﹤0.01%
568
324
$39.3K ﹤0.01%
+1,957
325
$39.2K ﹤0.01%
310
11 12
13
14 15