PMFA
Plante Moran Financial Advisors Portfolio holdings
AUM
$1.55B
1-Year Est. Return
17.93%
This Fund
S&P 500
1 Year Est. Return
+17.93%
AUM
$833M
AUM Growth
-$12.5M
(-1.5%)
Holding
900
Top Buys
| 1 | +$22.2M | |
| 2 | +$6.05M | |
| 3 | +$3.35M | |
| 4 |
State Street Technology Select Sector SPDR ETF
XLK
|
+$392K |
| 5 |
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
|
+$324K |
Top Sells
| 1 | +$1.51M | |
| 2 | +$309K | |
| 3 | +$295K | |
| 4 |
Apple
AAPL
|
+$292K |
| 5 |
ARK Innovation ETF
ARKK
|
+$279K |
Sector Composition
| 1 | Consumer Staples | 8.43% |
| 2 | Healthcare | 4.92% |
| 3 | Consumer Discretionary | 4.74% |
| 4 | Technology | 4% |
| 5 | Financials | 1.94% |