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
401
$32.2K ﹤0.01%
1,773
402
$32K ﹤0.01%
480
+300
403
$31.7K ﹤0.01%
275
+200
404
$31.6K ﹤0.01%
1,610
405
$31.4K ﹤0.01%
100
406
$30.8K ﹤0.01%
200
407
$30.7K ﹤0.01%
314
-15
408
$30.5K ﹤0.01%
65
409
$30.5K ﹤0.01%
584
410
$30.4K ﹤0.01%
1,062
411
$30.1K ﹤0.01%
631
412
$30K ﹤0.01%
150
413
$29.7K ﹤0.01%
98
+3
414
$29.6K ﹤0.01%
250
-23
415
$29.5K ﹤0.01%
605
-94
416
$29.5K ﹤0.01%
7,800
417
$29.2K ﹤0.01%
381
-130
418
$29.1K ﹤0.01%
2,100
419
$29.1K ﹤0.01%
1,176
420
$29.1K ﹤0.01%
88
421
$28.8K ﹤0.01%
66
+46
422
$28.7K ﹤0.01%
1,284
423
$28.7K ﹤0.01%
653
-120
424
$28.6K ﹤0.01%
28
+11
425
$28.6K ﹤0.01%
70
15 16
17
18 19