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
326
$75.4K 0.01%
408
327
$74.8K 0.01%
537
328
$74.5K 0.01%
+2,400
329
$74.4K 0.01%
4,000
330
$74.2K 0.01%
+777
331
$73.8K 0.01%
432
-28
332
$73.2K 0.01%
580
+12
333
$72.4K 0.01%
825
+200
334
$71.8K 0.01%
500
335
$71.2K 0.01%
683
+58
336
$70.5K 0.01%
+355
337
$70.3K 0.01%
590
338
$69.5K 0.01%
533
339
$69.3K 0.01%
833
340
$68.8K 0.01%
509
341
$68.2K 0.01%
325
342
$68.1K 0.01%
1,227
343
$67.7K 0.01%
548
+41
344
$67.3K 0.01%
326
+31
345
$67K 0.01%
250
346
$66.9K 0.01%
408
-118
347
$66.9K 0.01%
4,170
-144
348
$66.8K 0.01%
3,612
349
$66.2K 0.01%
645
+106
350
$65.8K 0.01%
5,850
12 13
14
15 16