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
526
$14.3K ﹤0.01%
150
527
$14.2K ﹤0.01%
560
+440
528
$14K ﹤0.01%
160
529
$13.9K ﹤0.01%
400
530
$13.7K ﹤0.01%
99
531
$13.6K ﹤0.01%
50
532
$13.5K ﹤0.01%
207
533
$13.5K ﹤0.01%
1,012
534
$13.4K ﹤0.01%
48
535
$13.4K ﹤0.01%
+380
536
$13.3K ﹤0.01%
+1,087
537
$13.3K ﹤0.01%
+1,000
538
$13.3K ﹤0.01%
184
+68
539
$13.3K ﹤0.01%
1,346
540
$13.3K ﹤0.01%
+626
541
$13.2K ﹤0.01%
1,220
542
$13.1K ﹤0.01%
50
543
$13K ﹤0.01%
161
544
$12.9K ﹤0.01%
52
545
$12.9K ﹤0.01%
892
546
$12.8K ﹤0.01%
+49
547
$12.8K ﹤0.01%
200
548
$12.7K ﹤0.01%
450
549
$12.6K ﹤0.01%
+229
550
$12.6K ﹤0.01%
362