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
551
$8.24K ﹤0.01%
200
552
$8.11K ﹤0.01%
67
-83
553
$7.87K ﹤0.01%
75
-76
554
$7.72K ﹤0.01%
181
555
$7.71K ﹤0.01%
300
556
$7.7K ﹤0.01%
1,000
557
$7.51K ﹤0.01%
139
558
$7.36K ﹤0.01%
883
559
$7.34K ﹤0.01%
1,355
560
$7.31K ﹤0.01%
287
-84
561
$7.25K ﹤0.01%
124
-500
562
$7.25K ﹤0.01%
437
+299
563
$7.19K ﹤0.01%
+272
564
$7.16K ﹤0.01%
43
565
$7.09K ﹤0.01%
35
566
$7.08K ﹤0.01%
700
-250
567
$7.07K ﹤0.01%
35
568
$6.91K ﹤0.01%
46
569
$6.89K ﹤0.01%
229
570
$6.82K ﹤0.01%
99
571
$6.71K ﹤0.01%
125
572
$6.61K ﹤0.01%
384
573
$6.55K ﹤0.01%
22
574
$6.51K ﹤0.01%
150
575
$6.49K ﹤0.01%
172
-250
21 22
23
24 25