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
551
$16.4K ﹤0.01%
+805
552
$16.3K ﹤0.01%
519
553
$16.1K ﹤0.01%
310
554
$16K ﹤0.01%
+275
555
$15.8K ﹤0.01%
151
556
$15.8K ﹤0.01%
965
557
$15.7K ﹤0.01%
214
558
$15.7K ﹤0.01%
400
559
$15.5K ﹤0.01%
+709
560
$15.4K ﹤0.01%
38
561
$15.3K ﹤0.01%
150
562
$15.1K ﹤0.01%
+181
563
$15.1K ﹤0.01%
1,072
564
$15.1K ﹤0.01%
111
565
$14.9K ﹤0.01%
207
566
$14.9K ﹤0.01%
226
+10
567
$14.9K ﹤0.01%
1,012
568
$14.8K ﹤0.01%
50
569
$14.7K ﹤0.01%
190
+154
570
$14.7K ﹤0.01%
50
571
$14.2K ﹤0.01%
161
572
$14.2K ﹤0.01%
49
573
$14.1K ﹤0.01%
668
+164
574
$13.7K ﹤0.01%
1,346
575
$13.5K ﹤0.01%
200