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
501
$13K ﹤0.01%
450
502
$13K ﹤0.01%
310
503
$13K ﹤0.01%
200
504
$12.6K ﹤0.01%
+217
505
$12.6K ﹤0.01%
156
506
$12.4K ﹤0.01%
2,443
507
$12.4K ﹤0.01%
132
-17
508
$12.2K ﹤0.01%
160
509
$12.1K ﹤0.01%
366
510
$11.8K ﹤0.01%
156
+6
511
$11.8K ﹤0.01%
180
512
$11.8K ﹤0.01%
149
513
$11.6K ﹤0.01%
400
514
$11.4K ﹤0.01%
1,054
+538
515
$11.4K ﹤0.01%
48
516
$11.2K ﹤0.01%
161
517
$11.2K ﹤0.01%
+451
518
$11.2K ﹤0.01%
207
519
$11.2K ﹤0.01%
1,220
-954
520
$11.1K ﹤0.01%
207
+107
521
$11.1K ﹤0.01%
150
522
$11.1K ﹤0.01%
190
-92
523
$11K ﹤0.01%
116
+27
524
$10.9K ﹤0.01%
100
525
$10.8K ﹤0.01%
27
19 20
21
22 23