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
526
$20K ﹤0.01%
558
+11
527
$19.9K ﹤0.01%
450
528
$19.8K ﹤0.01%
1,220
529
$19.6K ﹤0.01%
87
530
$19.5K ﹤0.01%
150
531
$19.4K ﹤0.01%
530
532
$19.3K ﹤0.01%
212
+6
533
$19K ﹤0.01%
328
+10
534
$18.6K ﹤0.01%
150
535
$18.6K ﹤0.01%
80
536
$18.4K ﹤0.01%
453
+87
537
$18.3K ﹤0.01%
800
538
$18.3K ﹤0.01%
300
539
$18.3K ﹤0.01%
151
-26
540
$18.2K ﹤0.01%
95
541
$18.1K ﹤0.01%
362
542
$17.9K ﹤0.01%
+195
543
$17.9K ﹤0.01%
905
544
$17.9K ﹤0.01%
500
545
$17.7K ﹤0.01%
497
546
$17.2K ﹤0.01%
411
547
$17K ﹤0.01%
534
548
$16.9K ﹤0.01%
134
549
$16.7K ﹤0.01%
+342
550
$16.5K ﹤0.01%
+185