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
601
$6.74K ﹤0.01%
125
602
$6.73K ﹤0.01%
2,976
603
$6.7K ﹤0.01%
46
604
$6.64K ﹤0.01%
+111
605
$6.59K ﹤0.01%
475
606
$6.54K ﹤0.01%
100
607
$6.51K ﹤0.01%
111
-153
608
$6.48K ﹤0.01%
150
609
$6.47K ﹤0.01%
516
-683
610
$6.47K ﹤0.01%
46
611
$6.44K ﹤0.01%
1,355
-1,355
612
$6.37K ﹤0.01%
+55
613
$6.37K ﹤0.01%
264
614
$6.18K ﹤0.01%
43
-44
615
$6.17K ﹤0.01%
120
616
$5.99K ﹤0.01%
40
617
$5.92K ﹤0.01%
+145
618
$5.88K ﹤0.01%
43
619
$5.83K ﹤0.01%
+50
620
$5.8K ﹤0.01%
342
+277
621
$5.77K ﹤0.01%
69
622
$5.73K ﹤0.01%
54
+40
623
$5.67K ﹤0.01%
37
624
$5.65K ﹤0.01%
82
625
$5.65K ﹤0.01%
+120
23 24
25
26 27