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
576
$8.04K ﹤0.01%
123
+23
577
$7.91K ﹤0.01%
35
578
$7.9K ﹤0.01%
105
-238
579
$7.89K ﹤0.01%
35
580
$7.88K ﹤0.01%
952
581
$7.88K ﹤0.01%
200
582
$7.79K ﹤0.01%
651
583
$7.77K ﹤0.01%
97
584
$7.77K ﹤0.01%
871
585
$7.58K ﹤0.01%
57
586
$7.45K ﹤0.01%
139
587
$7.4K ﹤0.01%
883
588
$7.38K ﹤0.01%
229
-10
589
$7.27K ﹤0.01%
22
590
$7.26K ﹤0.01%
169
591
$7.25K ﹤0.01%
1,342
592
$7.19K ﹤0.01%
+45
593
$7.08K ﹤0.01%
127
594
$7.05K ﹤0.01%
42
+12
595
$6.94K ﹤0.01%
150
596
$6.85K ﹤0.01%
82
+42
597
$6.84K ﹤0.01%
384
598
$6.84K ﹤0.01%
60
-115
599
$6.79K ﹤0.01%
100
600
$6.75K ﹤0.01%
33
+4
22 23
24
25 26