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
501
$16.8K ﹤0.01%
711
+241
502
$16.7K ﹤0.01%
450
503
$16.7K ﹤0.01%
14,000
504
$16.5K ﹤0.01%
117
505
$16.4K ﹤0.01%
965
506
$16.3K ﹤0.01%
+257
507
$16.3K ﹤0.01%
300
508
$16.1K ﹤0.01%
80
509
$16K ﹤0.01%
+661
510
$16K ﹤0.01%
206
+200
511
$16K ﹤0.01%
134
512
$15.8K ﹤0.01%
107
-16
513
$15.8K ﹤0.01%
+411
514
$15.8K ﹤0.01%
+331
515
$15.8K ﹤0.01%
905
516
$15.7K ﹤0.01%
133
517
$15.7K ﹤0.01%
500
518
$15.7K ﹤0.01%
151
519
$15.6K ﹤0.01%
318
520
$15.2K ﹤0.01%
534
+53
521
$15.1K ﹤0.01%
310
522
$14.9K ﹤0.01%
214
523
$14.9K ﹤0.01%
111
524
$14.8K ﹤0.01%
200
525
$14.8K ﹤0.01%
9
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