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
451
$24.2K ﹤0.01%
251
452
$24.1K ﹤0.01%
351
453
$23.8K ﹤0.01%
+372
454
$23.7K ﹤0.01%
8
455
$23.6K ﹤0.01%
79
+40
456
$23.5K ﹤0.01%
420
457
$23.2K ﹤0.01%
298
458
$23.1K ﹤0.01%
431
+11
459
$22.9K ﹤0.01%
750
460
$22.6K ﹤0.01%
202
461
$22.5K ﹤0.01%
794
462
$22.2K ﹤0.01%
226
-58
463
$22.1K ﹤0.01%
+112
464
$22K ﹤0.01%
74
465
$21.7K ﹤0.01%
374
466
$21.5K ﹤0.01%
100
467
$21.4K ﹤0.01%
540
468
$21.3K ﹤0.01%
1,072
469
$21.2K ﹤0.01%
740
470
$21K ﹤0.01%
1,468
471
$20.7K ﹤0.01%
+449
472
$20.5K ﹤0.01%
301
+243
473
$20.5K ﹤0.01%
493
-745
474
$20.5K ﹤0.01%
911
475
$20.4K ﹤0.01%
590