PMFA
Plante Moran Financial Advisors Portfolio holdings
AUM
$1.42B
1-Year Return
13.8%
This Quarter Return
+6.01%
1 Year Return
+13.8%
3 Year Return
+55.88%
5 Year Return
+100.06%
10 Year Return
+234.83%
AUM
$1.17B
AUM Growth
+$172M
(+17%)
Cap. Flow
+$114M
Cap. Flow
% of AUM
9.74%
Top 10 Holdings %
Top 10 Hldgs %
84.3%
Holding
958
New
148
Increased
172
Reduced
140
Closed
60
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
+$106M |
| 2 |
Vanguard Extended Market ETF
VXF
|
+$10.5M |
| 3 |
JPMorgan Chase
JPM
|
+$1.71M |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$1.56M |
| 5 |
Apple
AAPL
|
+$673K |
Top Sells
| 1 |
iShares National Muni Bond ETF
MUB
|
+$2.33M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.53M |
| 3 |
Merck
MRK
|
+$1.3M |
| 4 |
NVIDIA
NVDA
|
+$1.3M |
| 5 |
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% |
