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
426
$27.9K ﹤0.01%
322
-7
427
$27.4K ﹤0.01%
+319
428
$27.3K ﹤0.01%
+356
429
$26.9K ﹤0.01%
536
-1,905
430
$26.7K ﹤0.01%
330
431
$26.6K ﹤0.01%
57
-40
432
$26.4K ﹤0.01%
113
433
$26.4K ﹤0.01%
742
+346
434
$26.3K ﹤0.01%
502
435
$26.3K ﹤0.01%
604
436
$25.7K ﹤0.01%
448
-144
437
$25.6K ﹤0.01%
1,237
-38
438
$25.4K ﹤0.01%
954
439
$25.4K ﹤0.01%
536
440
$25.3K ﹤0.01%
216
441
$25.2K ﹤0.01%
150
442
$25.1K ﹤0.01%
530
+486
443
$25K ﹤0.01%
42
444
$24.9K ﹤0.01%
648
-59
445
$24.9K ﹤0.01%
83
446
$24.7K ﹤0.01%
766
447
$24.6K ﹤0.01%
126
448
$24.4K ﹤0.01%
+506
449
$24.4K ﹤0.01%
246
-60
450
$24.3K ﹤0.01%
595
16 17
18
19 20