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
$833M
AUM Growth
-$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
900
New
Increased
Reduced
Closed

Top Buys

1
+$21.3M
2
+$5.78M
3
+$3.2M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$375K
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$311K

Top Sells

1
+$1.47M
2
+$290K
3
+$281K
4
AAPL icon
Apple
AAPL
+$273K
5
ARKK icon
ARK Innovation ETF
ARKK
+$251K

Sector Composition

1 Consumer Staples 8.43%
2 Healthcare 4.92%
3 Consumer Discretionary 4.74%
4 Technology 4%
5 Financials 1.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$15K ﹤0.01%
+445
477
$14.9K ﹤0.01%
87
478
$14.8K ﹤0.01%
1,012
479
$14.8K ﹤0.01%
372
-6,323
480
$14.7K ﹤0.01%
258
+116
481
$14.7K ﹤0.01%
200
482
$14.6K ﹤0.01%
905
483
$14.5K ﹤0.01%
892
484
$14.5K ﹤0.01%
300
485
$14.4K ﹤0.01%
61
486
$14.4K ﹤0.01%
173
487
$14.1K ﹤0.01%
176
488
$14.1K ﹤0.01%
+261
489
$14K ﹤0.01%
263
-388
490
$13.9K ﹤0.01%
111
491
$13.9K ﹤0.01%
200
492
$13.9K ﹤0.01%
133
493
$13.8K ﹤0.01%
151
494
$13.8K ﹤0.01%
1,300
495
$13.7K ﹤0.01%
500
496
$13.6K ﹤0.01%
107
497
$13.3K ﹤0.01%
188
498
$13.3K ﹤0.01%
497
499
$13.2K ﹤0.01%
800
500
$13.1K ﹤0.01%
389
+232
18 19
20
21 22