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
576
$13.5K ﹤0.01%
536
577
$13.4K ﹤0.01%
203
+9
578
$13.4K ﹤0.01%
2,000
579
$13.4K ﹤0.01%
229
580
$13.3K ﹤0.01%
16
-12
581
$13K ﹤0.01%
82
582
$13K ﹤0.01%
73
583
$12.5K ﹤0.01%
160
584
$12.5K ﹤0.01%
732
585
$12.5K ﹤0.01%
1,183
+300
586
$12.4K ﹤0.01%
26
-59
587
$12.3K ﹤0.01%
6
-3
588
$12.3K ﹤0.01%
235
589
$12.1K ﹤0.01%
526
+202
590
$12K ﹤0.01%
384
+56
591
$12K ﹤0.01%
134
592
$11.7K ﹤0.01%
99
593
$11.7K ﹤0.01%
175
594
$11.7K ﹤0.01%
6
595
$11.5K ﹤0.01%
1,135
596
$11.2K ﹤0.01%
48
597
$11.2K ﹤0.01%
103
598
$11.1K ﹤0.01%
200
599
$10.8K ﹤0.01%
150
600
$10.7K ﹤0.01%
251
+78
22 23
24
25 26