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
451
$32.5K ﹤0.01%
204
452
$32.3K ﹤0.01%
115
-26
453
$32.2K ﹤0.01%
100
454
$32.2K ﹤0.01%
70
455
$32.2K ﹤0.01%
584
456
$32.1K ﹤0.01%
292
-184
457
$32K ﹤0.01%
65
458
$31.6K ﹤0.01%
381
459
$31.2K ﹤0.01%
322
460
$31.2K ﹤0.01%
179
+72
461
$31.1K ﹤0.01%
446
-942
462
$31K ﹤0.01%
653
463
$31K ﹤0.01%
5,932
464
$30.8K ﹤0.01%
1,022
465
$30.4K ﹤0.01%
86
-12
466
$30.3K ﹤0.01%
323
+25
467
$30K ﹤0.01%
275
468
$29.5K ﹤0.01%
448
469
$29.2K ﹤0.01%
374
470
$28.6K ﹤0.01%
742
471
$28.4K ﹤0.01%
372
472
$28.3K ﹤0.01%
1,062
473
$28.1K ﹤0.01%
255
474
$28.1K ﹤0.01%
595
475
$28K ﹤0.01%
611
+71
17 18
19
20 21