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
326
$38.8K ﹤0.01%
773
327
$38.6K ﹤0.01%
765
328
$38.2K ﹤0.01%
476
329
$38.1K ﹤0.01%
421
-146
330
$37.5K ﹤0.01%
214
-177
331
$37.1K ﹤0.01%
428
332
$36.6K ﹤0.01%
1,000
-400
333
$36.6K ﹤0.01%
84
334
$36.5K ﹤0.01%
148
+12
335
$36.4K ﹤0.01%
630
336
$36.4K ﹤0.01%
1,022
337
$36.1K ﹤0.01%
2,192
338
$36.1K ﹤0.01%
360
339
$35.4K ﹤0.01%
73
+15
340
$35.2K ﹤0.01%
511
341
$34.9K ﹤0.01%
135
+35
342
$34.6K ﹤0.01%
2,082
+1,369
343
$34.5K ﹤0.01%
688
344
$34.2K ﹤0.01%
2,081
345
$34K ﹤0.01%
369
346
$34K ﹤0.01%
1,027
347
$33.7K ﹤0.01%
1,982
+116
348
$33.5K ﹤0.01%
90
-20
349
$33.2K ﹤0.01%
1,632
350
$32.4K ﹤0.01%
412
+100
12 13
14
15 16