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
$1B
AUM Growth
+$69.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
919
New
Increased
Reduced
Closed

Top Buys

1
+$39.6M
2
+$21.5M
3
+$1.26M
4
V icon
Visa
V
+$768K
5
META icon
Meta Platforms (Facebook)
META
+$562K

Top Sells

1
+$9.16M
2
+$2.85M
3
+$2.21M
4
AVGO icon
Broadcom
AVGO
+$434K
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$426K

Sector Composition

1 Technology 4.76%
2 Financials 2.04%
3 Healthcare 1.88%
4 Consumer Staples 1.67%
5 Consumer Discretionary 1.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$7.93K ﹤0.01%
51
602
$7.87K ﹤0.01%
2,443
603
$7.76K ﹤0.01%
19
604
$7.7K ﹤0.01%
384
605
$7.68K ﹤0.01%
+507
606
$7.64K ﹤0.01%
72
607
$7.59K ﹤0.01%
755
-4,234
608
$7.56K ﹤0.01%
64
609
$7.49K ﹤0.01%
96
610
$7.29K ﹤0.01%
883
611
$7.25K ﹤0.01%
150
612
$7.18K ﹤0.01%
29
613
$7.07K ﹤0.01%
22
614
$7.02K ﹤0.01%
5,200
615
$6.95K ﹤0.01%
120
616
$6.9K ﹤0.01%
78
+2
617
$6.82K ﹤0.01%
642
-131
618
$6.75K ﹤0.01%
125
+50
619
$6.74K ﹤0.01%
651
620
$6.72K ﹤0.01%
173
621
$6.67K ﹤0.01%
157
622
$6.61K ﹤0.01%
72
623
$6.6K ﹤0.01%
50
624
$6.57K ﹤0.01%
40
625
$6.54K ﹤0.01%
100
23 24
25
26 27