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
601
$10.6K ﹤0.01%
46
602
$10.5K ﹤0.01%
27
603
$9.97K ﹤0.01%
1,000
604
$9.78K ﹤0.01%
+100
605
$9.56K ﹤0.01%
410
+26
606
$9.39K ﹤0.01%
139
607
$9.34K ﹤0.01%
142
608
$9.19K ﹤0.01%
51
609
$9.17K ﹤0.01%
98
+20
610
$9.12K ﹤0.01%
18
-24
611
$8.99K ﹤0.01%
107
612
$8.93K ﹤0.01%
19
613
$8.91K ﹤0.01%
93
614
$8.81K ﹤0.01%
126
615
$8.76K ﹤0.01%
+338
616
$8.7K ﹤0.01%
172
617
$8.62K ﹤0.01%
289
618
$8.46K ﹤0.01%
18
-8
619
$8.38K ﹤0.01%
+164
620
$8.31K ﹤0.01%
102
-98
621
$8.21K ﹤0.01%
+140
622
$8.17K ﹤0.01%
96
623
$8.09K ﹤0.01%
100
624
$8.06K ﹤0.01%
100
625
$7.99K ﹤0.01%
64
23 24
25
26 27