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
$845M
AUM Growth
+$113M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
919
New
Increased
Reduced
Closed

Top Buys

1
+$72.9M
2
+$5.17M
3
+$2.05M
4
VV icon
Vanguard Large-Cap ETF
VV
+$1.01M
5
JPM icon
JPMorgan Chase
JPM
+$714K

Top Sells

1
+$3.75M
2
+$2.27M
3
+$933K
4
AAPL icon
Apple
AAPL
+$772K
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$610K

Sector Composition

1 Consumer Staples 9.05%
2 Healthcare 5.35%
3 Consumer Discretionary 4.96%
4 Technology 4.35%
5 Financials 1.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$40.6K ﹤0.01%
3,897
327
$39.9K ﹤0.01%
326
328
$39.9K ﹤0.01%
1,102
329
$39.7K ﹤0.01%
773
330
$39.5K ﹤0.01%
1,947
331
$39.3K ﹤0.01%
791
332
$39.2K ﹤0.01%
630
333
$39K ﹤0.01%
765
334
$38.7K ﹤0.01%
476
335
$38.6K ﹤0.01%
1,308
336
$38.4K ﹤0.01%
310
337
$38.3K ﹤0.01%
369
338
$38.2K ﹤0.01%
688
339
$38.2K ﹤0.01%
271
-109
340
$37.9K ﹤0.01%
511
341
$37.6K ﹤0.01%
4,503
342
$37.3K ﹤0.01%
84
343
$36.5K ﹤0.01%
286
+16
344
$35.7K ﹤0.01%
428
345
$35.5K ﹤0.01%
568
346
$35.2K ﹤0.01%
964
347
$34.8K ﹤0.01%
360
348
$34.6K ﹤0.01%
136
349
$34.2K ﹤0.01%
262
+40
350
$34.1K ﹤0.01%
1,632
12 13
14
15 16