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
351
$45.6K ﹤0.01%
550
352
$45.2K ﹤0.01%
1,700
353
$44.9K ﹤0.01%
262
354
$44.8K ﹤0.01%
200
-11
355
$44.7K ﹤0.01%
2,082
356
$44.7K ﹤0.01%
1,574
357
$44.7K ﹤0.01%
300
358
$44.4K ﹤0.01%
325
-325
359
$43.9K ﹤0.01%
200
360
$43.8K ﹤0.01%
692
361
$43.8K ﹤0.01%
158
362
$43.7K ﹤0.01%
765
363
$43.5K ﹤0.01%
950
364
$43.2K ﹤0.01%
+170
365
$43.1K ﹤0.01%
2,292
+100
366
$42.7K ﹤0.01%
2,462
367
$42.6K ﹤0.01%
600
368
$42.6K ﹤0.01%
773
369
$42.5K ﹤0.01%
+453
370
$42.2K ﹤0.01%
604
+285
371
$42K ﹤0.01%
240
372
$41.9K ﹤0.01%
1,308
373
$41.4K ﹤0.01%
482
+154
374
$41.4K ﹤0.01%
1,341
375
$39.8K ﹤0.01%
1,119
13 14
15
16 17