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
351
$65.7K 0.01%
+2,333
352
$65.5K 0.01%
+949
353
$65.4K 0.01%
369
354
$65.2K 0.01%
+960
355
$63K 0.01%
387
356
$61K 0.01%
612
357
$60.6K 0.01%
3,897
358
$60.5K 0.01%
+1,876
359
$60.3K 0.01%
1,233
360
$59.3K 0.01%
125
361
$59.1K 0.01%
474
362
$59K 0.01%
1,233
+951
363
$59K 0.01%
394
+329
364
$58.7K 0.01%
647
365
$58.5K 0.01%
1,250
366
$58K ﹤0.01%
8,508
367
$56.3K ﹤0.01%
242
-20
368
$56.2K ﹤0.01%
1,353
369
$55.7K ﹤0.01%
526
+525
370
$55.6K ﹤0.01%
1,869
+447
371
$55.6K ﹤0.01%
187
372
$55.3K ﹤0.01%
889
373
$54.6K ﹤0.01%
414
+325
374
$54.5K ﹤0.01%
350
375
$54.5K ﹤0.01%
621
+53
13 14
15
16 17