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
376
$28.1K ﹤0.01%
14,000
377
$28K ﹤0.01%
+557
378
$28K ﹤0.01%
1,176
379
$27.9K ﹤0.01%
510
380
$27.7K ﹤0.01%
324
381
$27.5K ﹤0.01%
1,284
382
$27.2K ﹤0.01%
663
383
$26.5K ﹤0.01%
411
+37
384
$25.8K ﹤0.01%
904
385
$25.6K ﹤0.01%
707
386
$25.5K ﹤0.01%
200
387
$25.5K ﹤0.01%
183
-17
388
$25.5K ﹤0.01%
83
-189
389
$25.3K ﹤0.01%
567
390
$25.1K ﹤0.01%
125
-21
391
$24.7K ﹤0.01%
479
392
$24.5K ﹤0.01%
+276
393
$24.4K ﹤0.01%
322
394
$24.3K ﹤0.01%
150
395
$24.3K ﹤0.01%
74
396
$24.2K ﹤0.01%
484
+73
397
$24.1K ﹤0.01%
98
+27
398
$24K ﹤0.01%
328
399
$23.8K ﹤0.01%
1,072
400
$23.6K ﹤0.01%
477
-61
14 15
16
17 18