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
551
$10.4K ﹤0.01%
180
552
$10.2K ﹤0.01%
97
553
$9.99K ﹤0.01%
+35
554
$9.92K ﹤0.01%
955
+67
555
$9.64K ﹤0.01%
134
556
$9.49K ﹤0.01%
+42
557
$9.48K ﹤0.01%
8
-1
558
$9.39K ﹤0.01%
371
559
$9.26K ﹤0.01%
181
560
$9.21K ﹤0.01%
300
561
$9K ﹤0.01%
+77
562
$8.74K ﹤0.01%
106
563
$8.73K ﹤0.01%
+122
564
$8.72K ﹤0.01%
23
565
$8.72K ﹤0.01%
508
566
$8.69K ﹤0.01%
89
567
$8.69K ﹤0.01%
142
568
$8.68K ﹤0.01%
219
569
$8.66K ﹤0.01%
362
570
$8.61K ﹤0.01%
1,000
571
$8.48K ﹤0.01%
5,200
572
$8.36K ﹤0.01%
250
573
$8.34K ﹤0.01%
1,000
574
$8.1K ﹤0.01%
3
+1
575
$8.09K ﹤0.01%
+132
21 22
23
24 25