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
401
$24.9K ﹤0.01%
623
+550
402
$24.7K ﹤0.01%
6,156
403
$24.6K ﹤0.01%
411
404
$24.5K ﹤0.01%
100
405
$24.4K ﹤0.01%
165
406
$24.2K ﹤0.01%
479
407
$24K ﹤0.01%
590
408
$23.9K ﹤0.01%
255
409
$23.7K ﹤0.01%
122
-55
410
$23.6K ﹤0.01%
685
411
$23.5K ﹤0.01%
100
412
$23.5K ﹤0.01%
584
+279
413
$23.5K ﹤0.01%
330
414
$23.4K ﹤0.01%
77
415
$23.3K ﹤0.01%
200
416
$23.1K ﹤0.01%
224
417
$23.1K ﹤0.01%
150
418
$22.7K ﹤0.01%
468
419
$22.6K ﹤0.01%
+53
420
$22.6K ﹤0.01%
374
+43
421
$22.3K ﹤0.01%
74
422
$22.2K ﹤0.01%
420
423
$22.2K ﹤0.01%
351
+25
424
$22K ﹤0.01%
2,758
425
$22K ﹤0.01%
2,527
+8