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
501
$23.5K ﹤0.01%
200
-558
502
$23.4K ﹤0.01%
449
503
$23.1K ﹤0.01%
911
504
$23.1K ﹤0.01%
+196
505
$23K ﹤0.01%
165
506
$22.8K ﹤0.01%
786
-318
507
$22.8K ﹤0.01%
41
-17
508
$22.4K ﹤0.01%
493
509
$22.3K ﹤0.01%
117
510
$22.3K ﹤0.01%
150
511
$22.1K ﹤0.01%
188
512
$22K ﹤0.01%
450
513
$22K ﹤0.01%
104
514
$21.9K ﹤0.01%
740
515
$21.7K ﹤0.01%
570
516
$21.7K ﹤0.01%
1,468
517
$21.6K ﹤0.01%
76
518
$21.3K ﹤0.01%
144
519
$21.2K ﹤0.01%
162
520
$21.1K ﹤0.01%
2,976
521
$20.9K ﹤0.01%
100
522
$20.8K ﹤0.01%
560
523
$20.6K ﹤0.01%
172
-9
524
$20.4K ﹤0.01%
209
+8
525
$20.1K ﹤0.01%
852
+402
19 20
21
22 23