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
301
$64.9K 0.01%
880
302
$64.4K 0.01%
+965
303
$64.4K 0.01%
1,227
+85
304
$64K 0.01%
+373
305
$63.8K 0.01%
568
+226
306
$63.6K 0.01%
4,000
307
$63.4K 0.01%
408
308
$63.1K 0.01%
537
309
$62.6K 0.01%
+800
310
$61.9K 0.01%
500
311
$61.2K 0.01%
509
312
$60.8K 0.01%
625
+395
313
$60.6K 0.01%
964
314
$60K 0.01%
8,508
-6,961
315
$58.8K 0.01%
369
316
$57.6K 0.01%
325
317
$57.5K 0.01%
507
-112
318
$57K 0.01%
1,052
319
$57K 0.01%
625
+103
320
$57K 0.01%
903
321
$56.4K 0.01%
104
+20
322
$55.7K 0.01%
1,233
323
$55.6K 0.01%
533
-15
324
$55K 0.01%
500
-500
325
$54.4K 0.01%
647
11 12
13
14 15