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
626
$6.49K ﹤0.01%
166
-622
627
$6.36K ﹤0.01%
287
628
$6.32K ﹤0.01%
500
629
$6.3K ﹤0.01%
46
630
$6.22K ﹤0.01%
35
631
$6.19K ﹤0.01%
100
632
$6.18K ﹤0.01%
150
-400
633
$6.18K ﹤0.01%
47
634
$6.16K ﹤0.01%
181
635
$6.13K ﹤0.01%
750
636
$6.08K ﹤0.01%
817
+51
637
$5.89K ﹤0.01%
342
638
$5.86K ﹤0.01%
60
639
$5.85K ﹤0.01%
50
640
$5.75K ﹤0.01%
172
641
$5.7K ﹤0.01%
37
642
$5.68K ﹤0.01%
120
643
$5.67K ﹤0.01%
218
-214
644
$5.51K ﹤0.01%
+380
645
$5.42K ﹤0.01%
+229
646
$5.37K ﹤0.01%
108
647
$5.32K ﹤0.01%
97
648
$5.28K ﹤0.01%
32
649
$5.23K ﹤0.01%
49
-451
650
$5.17K ﹤0.01%
41
-25
24 25
26
27 28