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
401
$46.1K ﹤0.01%
872
+267
402
$45.7K ﹤0.01%
262
403
$45.5K ﹤0.01%
765
404
$45.4K ﹤0.01%
550
405
$45.3K ﹤0.01%
200
406
$45.2K ﹤0.01%
950
407
$45.1K ﹤0.01%
1,308
408
$45K ﹤0.01%
2,192
-100
409
$44.9K ﹤0.01%
2,082
410
$43.5K ﹤0.01%
900
411
$43.4K ﹤0.01%
752
-21
412
$43.2K ﹤0.01%
1,246
+22
413
$42.4K ﹤0.01%
350
+134
414
$42.2K ﹤0.01%
440
+38
415
$41.9K ﹤0.01%
+418
416
$41.8K ﹤0.01%
+833
417
$41.5K ﹤0.01%
200
418
$41.5K ﹤0.01%
1,794
+21
419
$41.3K ﹤0.01%
904
420
$41K ﹤0.01%
+676
421
$40.5K ﹤0.01%
503
-400
422
$39.9K ﹤0.01%
414
+2
423
$39.8K ﹤0.01%
465
424
$39.4K ﹤0.01%
837
425
$39K ﹤0.01%
150
15 16
17
18 19