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
526
$10.7K ﹤0.01%
1,500
527
$10.6K ﹤0.01%
+300
528
$10.6K ﹤0.01%
+50
529
$10.6K ﹤0.01%
504
530
$10.2K ﹤0.01%
181
-26
531
$10.1K ﹤0.01%
1,346
532
$9.61K ﹤0.01%
520
533
$9.52K ﹤0.01%
73
534
$9.42K ﹤0.01%
362
535
$9.39K ﹤0.01%
+176
536
$9.32K ﹤0.01%
88
+38
537
$9.3K ﹤0.01%
559
538
$9.27K ﹤0.01%
1,110
539
$9.01K ﹤0.01%
651
540
$8.99K ﹤0.01%
127
541
$8.96K ﹤0.01%
909
-1,171
542
$8.94K ﹤0.01%
82
543
$8.88K ﹤0.01%
7
-1
544
$8.86K ﹤0.01%
97
545
$8.76K ﹤0.01%
213
-22
546
$8.74K ﹤0.01%
33
-17
547
$8.64K ﹤0.01%
219
548
$8.38K ﹤0.01%
508
549
$8.33K ﹤0.01%
134
550
$8.26K ﹤0.01%
18
-9
20 21
22
23 24