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
$845M
AUM Growth
+$113M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
919
New
Increased
Reduced
Closed

Top Buys

1 +$72.9M
2 +$5.17M
3 +$2.05M
4
VV icon
Vanguard Large-Cap ETF
VV
+$1.01M
5
JPM icon
JPMorgan Chase
JPM
+$714K

Top Sells

1 +$3.75M
2 +$2.27M
3 +$933K
4
AAPL icon
Apple
AAPL
+$772K
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$610K

Sector Composition

1 Consumer Staples 9.05%
2 Healthcare 5.35%
3 Consumer Discretionary 4.96%
4 Technology 4.35%
5 Financials 1.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
476
$17.1K ﹤0.01%
+150
477
$17K ﹤0.01%
214
478
$16.9K ﹤0.01%
151
-28
479
$16.9K ﹤0.01%
956
480
$16.6K ﹤0.01%
402
481
$16.5K ﹤0.01%
87
482
$16.4K ﹤0.01%
817
483
$16.3K ﹤0.01%
144
484
$16.2K ﹤0.01%
200
485
$16.2K ﹤0.01%
+143
486
$16K ﹤0.01%
133
487
$15.8K ﹤0.01%
2,174
-500
488
$15.8K ﹤0.01%
173
489
$15.7K ﹤0.01%
300
490
$15.7K ﹤0.01%
176
491
$15.6K ﹤0.01%
905
492
$15.6K ﹤0.01%
136
+115
493
$15.6K ﹤0.01%
+559
494
$15.6K ﹤0.01%
794
495
$15.5K ﹤0.01%
141
+13
496
$15.2K ﹤0.01%
107
497
$15.1K ﹤0.01%
151
498
$15K ﹤0.01%
200
499
$14.8K ﹤0.01%
1,110
500
$14.8K ﹤0.01%
156