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
426
$37.7K ﹤0.01%
523
-81
427
$37K ﹤0.01%
258
428
$36.8K ﹤0.01%
1,610
429
$36.3K ﹤0.01%
888
+240
430
$35.9K ﹤0.01%
336
+3
431
$35.8K ﹤0.01%
1,020
+254
432
$35.4K ﹤0.01%
67
+1
433
$35.2K ﹤0.01%
200
434
$35K ﹤0.01%
129
435
$35K ﹤0.01%
631
436
$34.8K ﹤0.01%
869
+158
437
$34.8K ﹤0.01%
328
-97
438
$34.1K ﹤0.01%
1,284
439
$34.1K ﹤0.01%
7,800
440
$34K ﹤0.01%
556
+54
441
$33.8K ﹤0.01%
330
442
$33.7K ﹤0.01%
97
+9
443
$33.5K ﹤0.01%
250
444
$33.4K ﹤0.01%
265
445
$33.4K ﹤0.01%
467
+166
446
$33.4K ﹤0.01%
+2,864
447
$33.4K ﹤0.01%
1,176
448
$33.3K ﹤0.01%
57
449
$32.8K ﹤0.01%
508
+28
450
$32.7K ﹤0.01%
+479
16 17
18
19 20