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
376
$39.7K ﹤0.01%
129
377
$39.6K ﹤0.01%
+900
378
$39.6K ﹤0.01%
1,422
379
$38.7K ﹤0.01%
1,947
380
$38.5K ﹤0.01%
80
381
$38.2K ﹤0.01%
510
382
$38K ﹤0.01%
183
383
$37.9K ﹤0.01%
5,932
384
$37.8K ﹤0.01%
837
385
$37.4K ﹤0.01%
379
386
$37.3K ﹤0.01%
85
-9
387
$37.3K ﹤0.01%
1,104
388
$36.6K ﹤0.01%
465
389
$36.4K ﹤0.01%
412
390
$36.1K ﹤0.01%
402
391
$35.9K ﹤0.01%
258
392
$35.3K ﹤0.01%
1,224
393
$34.5K ﹤0.01%
512
+182
394
$34.3K ﹤0.01%
265
395
$34K ﹤0.01%
333
396
$33.9K ﹤0.01%
1,022
397
$33.7K ﹤0.01%
904
398
$33.3K ﹤0.01%
57
399
$32.9K ﹤0.01%
204
400
$32.7K ﹤0.01%
58
14 15
16
17 18