PMFA

Plante Moran Financial Advisors Portfolio holdings

AUM $1.58B
1-Year Est. Return 17.01%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.01%
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
State Street 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
426
$21.9K ﹤0.01%
738
427
$21.8K ﹤0.01%
197
428
$21.8K ﹤0.01%
530
429
$21.8K ﹤0.01%
246
-40
430
$21.5K ﹤0.01%
71
+33
431
$21.5K ﹤0.01%
265
432
$21.5K ﹤0.01%
536
433
$21.5K ﹤0.01%
278
+28
434
$20.9K ﹤0.01%
216
-2,184
435
$20.8K ﹤0.01%
240
436
$20.8K ﹤0.01%
226
-36
437
$20.8K ﹤0.01%
2,080
+1,180
438
$20.7K ﹤0.01%
670
+4
439
$20.4K ﹤0.01%
450
440
$20.4K ﹤0.01%
150
441
$20.3K ﹤0.01%
230
442
$20.2K ﹤0.01%
65
443
$20K ﹤0.01%
137
+4
444
$19.9K ﹤0.01%
8
445
$19.9K ﹤0.01%
546
446
$19.9K ﹤0.01%
631
447
$19.9K ﹤0.01%
+184
448
$19.7K ﹤0.01%
481
449
$19.6K ﹤0.01%
202
450
$19.5K ﹤0.01%
595
16 17
18
19 20