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
476
$27.4K ﹤0.01%
250
-64
477
$27.4K ﹤0.01%
536
478
$27.3K ﹤0.01%
604
479
$27.2K ﹤0.01%
113
480
$26.7K ﹤0.01%
+582
481
$26.5K ﹤0.01%
202
482
$26.1K ﹤0.01%
420
483
$26K ﹤0.01%
246
484
$25.8K ﹤0.01%
94
+11
485
$25.7K ﹤0.01%
892
486
$25.6K ﹤0.01%
295
+144
487
$25.6K ﹤0.01%
126
488
$25.6K ﹤0.01%
79
489
$25.6K ﹤0.01%
351
490
$25.5K ﹤0.01%
506
491
$25.4K ﹤0.01%
264
+8
492
$25.2K ﹤0.01%
8
493
$24.7K ﹤0.01%
431
494
$24.5K ﹤0.01%
77
495
$24.4K ﹤0.01%
226
496
$24.3K ﹤0.01%
2,100
497
$24.2K ﹤0.01%
+517
498
$23.9K ﹤0.01%
590
499
$23.9K ﹤0.01%
14,000
500
$23.8K ﹤0.01%
750