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
26
$2.36M 0.2%
14,126
-274
27
$2.34M 0.2%
7,261
+17
28
$2.29M 0.2%
6,107
-7
29
$2.27M 0.19%
11,478
+30
30
$2.07M 0.18%
3
31
$2.04M 0.17%
68,813
+13
32
$1.81M 0.15%
14,076
+600
33
$1.53M 0.13%
2,665
-1,000
34
$1.46M 0.12%
1,646
+1
35
$1.41M 0.12%
16,900
-1,868
36
$1.41M 0.12%
9,577
-668
37
$1.4M 0.12%
6,310
+1,017
38
$1.39M 0.12%
2,379
-64
39
$1.39M 0.12%
3,430
-373
40
$1.38M 0.12%
2,818
+5
41
$1.35M 0.11%
11,809
+5
42
$1.33M 0.11%
1,498
+34
43
$1.22M 0.1%
29,920
44
$1.21M 0.1%
7,089
-630
45
$1.16M 0.1%
4,323
46
$1.11M 0.09%
4,041
-2,639
47
$1.02M 0.09%
4,532
+73
48
$981K 0.08%
5,168
+216
49
$926K 0.08%
11,168
-85
50
$859K 0.07%
4,355
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