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
351
$33.9K ﹤0.01%
1,027
-34
352
$33.6K ﹤0.01%
125
353
$33.5K ﹤0.01%
1,800
354
$33.5K ﹤0.01%
1,224
355
$33.5K ﹤0.01%
258
356
$33.4K ﹤0.01%
190
357
$33.3K ﹤0.01%
1,866
358
$33.2K ﹤0.01%
950
359
$33.1K ﹤0.01%
308
360
$32.9K ﹤0.01%
676
361
$32.7K ﹤0.01%
279
362
$32.4K ﹤0.01%
7,800
363
$32.4K ﹤0.01%
1,610
364
$32.3K ﹤0.01%
1,064
+104
365
$32.3K ﹤0.01%
292
366
$32K ﹤0.01%
515
-18
367
$31.9K ﹤0.01%
310
368
$31.7K ﹤0.01%
1,022
369
$31.2K ﹤0.01%
181
+57
370
$31.1K ﹤0.01%
1,422
371
$31K ﹤0.01%
216
372
$30.8K ﹤0.01%
2,081
373
$30.7K ﹤0.01%
252
+135
374
$30.5K ﹤0.01%
1,072
-50
375
$30.2K ﹤0.01%
146
13 14
15
16 17