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
26
$2.32M 0.23%
68,800
27
$2.26M 0.23%
7,244
-14
28
$2.26M 0.23%
15,448
+1,720
29
$2.23M 0.22%
6,114
-495
30
$1.96M 0.2%
11,448
+108
31
$1.85M 0.18%
3,665
+1,115
32
$1.84M 0.18%
3
33
$1.77M 0.18%
14,280
+101
34
$1.75M 0.18%
6,680
+2,926
35
$1.6M 0.16%
10,245
-58
36
$1.5M 0.15%
13,476
-805
37
$1.49M 0.15%
1,645
+105
38
$1.47M 0.15%
18,768
-3,982
39
$1.35M 0.13%
2,813
+606
40
$1.31M 0.13%
3,803
+94
41
$1.24M 0.12%
1,464
+13
42
$1.24M 0.12%
2,443
+44
43
$1.23M 0.12%
11,804
+257
44
$1.14M 0.11%
29,920
45
$1.09M 0.11%
7,719
-219
46
$1.08M 0.11%
4,323
-44
47
$1.01M 0.1%
4,459
-811
48
$920K 0.09%
8,628
+1,282
49
$915K 0.09%
5,293
50
$902K 0.09%
11,253
+410
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2
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