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
401
$23.3K ﹤0.01%
57
-46
402
$23.2K ﹤0.01%
536
403
$23.2K ﹤0.01%
1,338
-24
404
$23.2K ﹤0.01%
584
405
$23.1K ﹤0.01%
+466
406
$23K ﹤0.01%
216
407
$22.9K ﹤0.01%
337
+72
408
$22.8K ﹤0.01%
100
409
$22.8K ﹤0.01%
168
-103
410
$22.7K ﹤0.01%
77
411
$22.7K ﹤0.01%
100
412
$22.6K ﹤0.01%
420
413
$22.3K ﹤0.01%
2,000
414
$22.3K ﹤0.01%
590
415
$22.2K ﹤0.01%
+374
416
$22.2K ﹤0.01%
468
417
$22.2K ﹤0.01%
65
418
$21.8K ﹤0.01%
172
-12
419
$21.8K ﹤0.01%
230
420
$21.7K ﹤0.01%
685
421
$21.7K ﹤0.01%
2,400
-190
422
$21.5K ﹤0.01%
530
423
$21.4K ﹤0.01%
130
+8
424
$21.3K ﹤0.01%
351
425
$21.1K ﹤0.01%
165
15 16
17
18 19