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
576
$6.46K ﹤0.01%
+372
577
$6.3K ﹤0.01%
100
-23
578
$6.2K ﹤0.01%
+51
579
$6.17K ﹤0.01%
2
-1
580
$6.14K ﹤0.01%
224
+160
581
$6.08K ﹤0.01%
150
582
$6.03K ﹤0.01%
169
583
$6.02K ﹤0.01%
+1,000
584
$6K ﹤0.01%
29
-4
585
$6K ﹤0.01%
120
586
$5.71K ﹤0.01%
750
-250
587
$5.7K ﹤0.01%
199
+197
588
$5.7K ﹤0.01%
110
-78
589
$5.68K ﹤0.01%
57
-133
590
$5.67K ﹤0.01%
40
591
$5.61K ﹤0.01%
46
592
$5.59K ﹤0.01%
+61
593
$5.59K ﹤0.01%
120
594
$5.52K ﹤0.01%
100
595
$5.52K ﹤0.01%
60
596
$5.42K ﹤0.01%
37
597
$5.38K ﹤0.01%
72
598
$5.35K ﹤0.01%
500
599
$5.34K ﹤0.01%
130
600
$5.2K ﹤0.01%
96
22 23
24
25 26