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
376
$29.6K ﹤0.01%
+201
377
$29.4K ﹤0.01%
567
378
$29.3K ﹤0.01%
324
379
$28.9K ﹤0.01%
265
380
$28.7K ﹤0.01%
1,284
381
$28.4K ﹤0.01%
510
382
$28.3K ﹤0.01%
1,362
-1
383
$28.2K ﹤0.01%
904
384
$28.1K ﹤0.01%
538
385
$27.9K ﹤0.01%
663
386
$27.9K ﹤0.01%
58
387
$27.7K ﹤0.01%
85
-22
388
$27.7K ﹤0.01%
14,000
389
$27.2K ﹤0.01%
1,176
390
$27.2K ﹤0.01%
766
391
$26.6K ﹤0.01%
786
392
$26.5K ﹤0.01%
200
+17
393
$26.4K ﹤0.01%
100
394
$26.3K ﹤0.01%
231
+31
395
$26K ﹤0.01%
176
396
$25.9K ﹤0.01%
312
397
$25.7K ﹤0.01%
+322
398
$25.2K ﹤0.01%
328
399
$25.2K ﹤0.01%
707
400
$25.1K ﹤0.01%
2,590
+190
14 15
16
17 18