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
526
$12K ﹤0.01%
713
527
$11.9K ﹤0.01%
64
+45
528
$11.8K ﹤0.01%
161
-23
529
$11.8K ﹤0.01%
207
-102
530
$11.8K ﹤0.01%
200
531
$11.8K ﹤0.01%
+27
532
$11.6K ﹤0.01%
400
533
$11.6K ﹤0.01%
504
534
$11.5K ﹤0.01%
1,837
535
$11.4K ﹤0.01%
+222
536
$11.4K ﹤0.01%
+91
537
$11.4K ﹤0.01%
1,346
538
$11.4K ﹤0.01%
150
539
$11.2K ﹤0.01%
366
540
$11.1K ﹤0.01%
+49
541
$10.9K ﹤0.01%
73
542
$10.8K ﹤0.01%
235
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543
$10.7K ﹤0.01%
950
544
$10.7K ﹤0.01%
1,300
545
$10.7K ﹤0.01%
1,500
546
$10.6K ﹤0.01%
+185
547
$10.6K ﹤0.01%
+55
548
$10.5K ﹤0.01%
+1,122
549
$10.5K ﹤0.01%
520
550
$10.4K ﹤0.01%
48