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
501
$14.7K ﹤0.01%
500
502
$14.5K ﹤0.01%
1,237
+25
503
$14.4K ﹤0.01%
226
504
$14.3K ﹤0.01%
39
505
$13.9K ﹤0.01%
282
+242
506
$13.8K ﹤0.01%
156
-13
507
$13.7K ﹤0.01%
150
508
$13.5K ﹤0.01%
188
509
$13.4K ﹤0.01%
497
510
$13.4K ﹤0.01%
188
+60
511
$13.2K ﹤0.01%
100
512
$13.1K ﹤0.01%
310
513
$13K ﹤0.01%
2,443
514
$12.9K ﹤0.01%
149
515
$12.8K ﹤0.01%
111
516
$12.8K ﹤0.01%
315
-754
517
$12.7K ﹤0.01%
27
518
$12.7K ﹤0.01%
160
519
$12.6K ﹤0.01%
149
+17
520
$12.4K ﹤0.01%
9
521
$12.4K ﹤0.01%
+50
522
$12.2K ﹤0.01%
82
523
$12.2K ﹤0.01%
207
-79
524
$12.2K ﹤0.01%
150
-117
525
$12.1K ﹤0.01%
158
+54
19 20
21
22 23