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
451
$19.4K ﹤0.01%
650
452
$19.4K ﹤0.01%
800
453
$19.3K ﹤0.01%
160
+1
454
$19.2K ﹤0.01%
422
455
$19K ﹤0.01%
1,286
456
$18.9K ﹤0.01%
104
457
$18.9K ﹤0.01%
892
458
$18.8K ﹤0.01%
1,072
-225
459
$18.7K ﹤0.01%
2,000
460
$18.6K ﹤0.01%
1,012
461
$18.1K ﹤0.01%
450
462
$18.1K ﹤0.01%
303
-457
463
$18.1K ﹤0.01%
300
464
$18.1K ﹤0.01%
1,468
465
$18.1K ﹤0.01%
123
+8
466
$18K ﹤0.01%
61
467
$18K ﹤0.01%
954
468
$18K ﹤0.01%
861
469
$17.9K ﹤0.01%
+204
470
$17.6K ﹤0.01%
99
-3,120
471
$17.5K ﹤0.01%
348
472
$17.4K ﹤0.01%
200
-20
473
$17.4K ﹤0.01%
62
474
$17.2K ﹤0.01%
207
475
$17.1K ﹤0.01%
200
17 18
19
20 21