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
601
$5.19K ﹤0.01%
+122
602
$5.15K ﹤0.01%
5,200
603
$5.13K ﹤0.01%
+140
604
$5.07K ﹤0.01%
67
-15
605
$5.01K ﹤0.01%
+25
606
$5K ﹤0.01%
+50
607
$4.94K ﹤0.01%
194
-70
608
$4.83K ﹤0.01%
+166
609
$4.74K ﹤0.01%
176
610
$4.68K ﹤0.01%
+25
611
$4.66K ﹤0.01%
86
-217
612
$4.63K ﹤0.01%
350
-125
613
$4.59K ﹤0.01%
+106
614
$4.58K ﹤0.01%
82
615
$4.56K ﹤0.01%
+103
616
$4.54K ﹤0.01%
+100
617
$4.44K ﹤0.01%
871
618
$4.43K ﹤0.01%
+100
619
$4.37K ﹤0.01%
17
620
$4.27K ﹤0.01%
1,135
621
$4.26K ﹤0.01%
+32
622
$4.23K ﹤0.01%
2,976
623
$4.22K ﹤0.01%
72
624
$4.19K ﹤0.01%
342
625
$4.18K ﹤0.01%
99
23 24
25
26 27