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
326
$54K 0.01%
141
327
$53K 0.01%
2,086
-1,277
328
$52.7K 0.01%
336
+70
329
$52.7K 0.01%
1,250
330
$52.6K 0.01%
750
-245
331
$52.6K 0.01%
125
332
$52.5K 0.01%
624
333
$52.3K 0.01%
889
334
$52K 0.01%
295
335
$51.6K 0.01%
1,353
336
$50.9K 0.01%
262
+11
337
$50.7K 0.01%
646
+100
338
$50.4K 0.01%
474
339
$49.7K 0.01%
1,797
340
$49.4K ﹤0.01%
148
341
$48.2K ﹤0.01%
3,897
342
$48.2K ﹤0.01%
187
-11
343
$48K ﹤0.01%
1,050
344
$47.9K ﹤0.01%
425
+97
345
$47.8K ﹤0.01%
568
346
$47.5K ﹤0.01%
476
347
$47.3K ﹤0.01%
539
348
$46.9K ﹤0.01%
310
349
$46.6K ﹤0.01%
+350
350
$45.9K ﹤0.01%
208
-96
12 13
14
15 16