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
551
$12.6K ﹤0.01%
519
-1
552
$12.5K ﹤0.01%
366
553
$12.5K ﹤0.01%
172
554
$12.3K ﹤0.01%
282
-827
555
$12.2K ﹤0.01%
49
+19
556
$12.2K ﹤0.01%
38
557
$12K ﹤0.01%
732
558
$12K ﹤0.01%
+183
559
$11.9K ﹤0.01%
+536
560
$11.8K ﹤0.01%
328
561
$11.8K ﹤0.01%
+151
562
$11.6K ﹤0.01%
504
563
$11.6K ﹤0.01%
216
564
$11.5K ﹤0.01%
201
+157
565
$11.4K ﹤0.01%
235
-103
566
$11.4K ﹤0.01%
73
567
$11.3K ﹤0.01%
89
568
$11.3K ﹤0.01%
1,300
569
$11.2K ﹤0.01%
103
570
$11.2K ﹤0.01%
237
+10
571
$11.2K ﹤0.01%
+194
572
$11.1K ﹤0.01%
26
+8
573
$11K ﹤0.01%
440
574
$10.9K ﹤0.01%
130
575
$10.8K ﹤0.01%
149
21 22
23
24 25