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
476
$20.4K ﹤0.01%
255
477
$20.2K ﹤0.01%
165
478
$20.2K ﹤0.01%
162
+1
479
$20.1K ﹤0.01%
256
+73
480
$20K ﹤0.01%
104
481
$20K ﹤0.01%
76
482
$19.8K ﹤0.01%
175
483
$19.8K ﹤0.01%
570
-40
484
$19.8K ﹤0.01%
800
485
$19.7K ﹤0.01%
497
486
$19.7K ﹤0.01%
181
487
$19.6K ﹤0.01%
530
488
$19.4K ﹤0.01%
150
-150
489
$19.4K ﹤0.01%
77
490
$19.3K ﹤0.01%
177
+26
491
$19.2K ﹤0.01%
547
+247
492
$19.1K ﹤0.01%
150
493
$19K ﹤0.01%
450
494
$18.9K ﹤0.01%
188
495
$18.4K ﹤0.01%
290
+110
496
$18.1K ﹤0.01%
144
497
$18K ﹤0.01%
87
498
$17.5K ﹤0.01%
95
-38
499
$17.3K ﹤0.01%
162
500
$16.8K ﹤0.01%
201
-295
18 19
20
21 22