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
351
$32.3K ﹤0.01%
950
352
$32.2K ﹤0.01%
262
353
$32.2K ﹤0.01%
1,800
354
$32K ﹤0.01%
+325
355
$31.9K ﹤0.01%
949
+183
356
$31.6K ﹤0.01%
270
-16
357
$31.3K ﹤0.01%
676
358
$31.2K ﹤0.01%
308
359
$31.1K ﹤0.01%
258
360
$31K ﹤0.01%
292
361
$30.2K ﹤0.01%
1,422
362
$30.2K ﹤0.01%
129
-191
363
$30.2K ﹤0.01%
1,224
364
$29.8K ﹤0.01%
1,102
365
$29.6K ﹤0.01%
1,610
366
$29.5K ﹤0.01%
965
+179
367
$29.5K ﹤0.01%
515
368
$29.4K ﹤0.01%
169
-12
369
$29.3K ﹤0.01%
1,023
-41
370
$29.2K ﹤0.01%
144
-152
371
$29.2K ﹤0.01%
7,800
372
$28.5K ﹤0.01%
+750
373
$28.4K ﹤0.01%
265
374
$28.4K ﹤0.01%
+1,062
375
$28.3K ﹤0.01%
392
-272
13 14
15
16 17