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
301
$88.2K 0.01%
325
302
$87.9K 0.01%
321
-143
303
$85.7K 0.01%
+238
304
$85.6K 0.01%
2,874
305
$84.7K 0.01%
644
306
$84.2K 0.01%
1,667
+94
307
$83.4K 0.01%
964
308
$83.4K 0.01%
1,447
+200
309
$81.1K 0.01%
477
310
$81.1K 0.01%
1,034
+138
311
$80.9K 0.01%
905
312
$80.4K 0.01%
130
-6
313
$79.3K 0.01%
889
+9
314
$78.9K 0.01%
404
315
$78.7K 0.01%
1,106
+141
316
$77.9K 0.01%
1,112
317
$77.8K 0.01%
+141
318
$77.2K 0.01%
504
+4
319
$76.9K 0.01%
528
320
$76.9K 0.01%
+387
321
$76.5K 0.01%
155
+98
322
$75.9K 0.01%
1,668
323
$75.8K 0.01%
533
+5
324
$75.8K 0.01%
150
325
$75.7K 0.01%
+1,047