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
376
$52.4K ﹤0.01%
261
-240
377
$51.7K ﹤0.01%
1,590
+16
378
$51.6K ﹤0.01%
565
+435
379
$51.5K ﹤0.01%
1,000
-600
380
$51.2K ﹤0.01%
158
381
$51.1K ﹤0.01%
148
382
$50.8K ﹤0.01%
1,947
383
$50.7K ﹤0.01%
170
384
$49.9K ﹤0.01%
1,797
385
$49.6K ﹤0.01%
1,101
-240
386
$49.4K ﹤0.01%
240
387
$49.4K ﹤0.01%
600
388
$48.8K ﹤0.01%
+769
389
$48.3K ﹤0.01%
1,700
390
$48.2K ﹤0.01%
1,050
391
$48.1K ﹤0.01%
652
-40
392
$48.1K ﹤0.01%
1,184
+65
393
$47.5K ﹤0.01%
96
-90
394
$47.3K ﹤0.01%
551
-95
395
$47.3K ﹤0.01%
510
396
$46.9K ﹤0.01%
504
+22
397
$46.6K ﹤0.01%
80
398
$46.4K ﹤0.01%
183
399
$46.4K ﹤0.01%
2,562
+100
400
$46.3K ﹤0.01%
343
+7
14 15
16
17 18