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
626
$5.64K ﹤0.01%
100
627
$5.63K ﹤0.01%
96
628
$5.58K ﹤0.01%
21
629
$5.5K ﹤0.01%
+206
630
$5.37K ﹤0.01%
26
631
$5.36K ﹤0.01%
99
-101
632
$5.33K ﹤0.01%
500
633
$5.3K ﹤0.01%
176
634
$5.27K ﹤0.01%
+122
635
$5.12K ﹤0.01%
157
636
$5.07K ﹤0.01%
+106
637
$5.04K ﹤0.01%
176
+132
638
$5.03K ﹤0.01%
46
-21
639
$4.87K ﹤0.01%
+881
640
$4.84K ﹤0.01%
17
-110
641
$4.77K ﹤0.01%
1,135
642
$4.7K ﹤0.01%
99
643
$4.53K ﹤0.01%
76
644
$4.52K ﹤0.01%
72
645
$4.44K ﹤0.01%
130
646
$4.25K ﹤0.01%
72
647
$4.11K ﹤0.01%
60
648
$3.84K ﹤0.01%
233
649
$3.77K ﹤0.01%
223
650
$3.76K ﹤0.01%
217
24 25
26
27 28