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
626
$7.99K ﹤0.01%
29
627
$7.97K ﹤0.01%
190
-47
628
$7.97K ﹤0.01%
150
629
$7.76K ﹤0.01%
787
+32
630
$7.75K ﹤0.01%
+586
631
$7.74K ﹤0.01%
72
632
$7.66K ﹤0.01%
120
633
$7.57K ﹤0.01%
28
-21
634
$7.56K ﹤0.01%
987
-313
635
$7.53K ﹤0.01%
100
636
$7.5K ﹤0.01%
97
637
$7.48K ﹤0.01%
50
638
$7.45K ﹤0.01%
642
639
$7.29K ﹤0.01%
125
640
$7.17K ﹤0.01%
37
+20
641
$7.17K ﹤0.01%
157
642
$7.17K ﹤0.01%
40
643
$7.14K ﹤0.01%
46
644
$7.13K ﹤0.01%
2,443
645
$7.06K ﹤0.01%
72
646
$7.01K ﹤0.01%
22
647
$6.89K ﹤0.01%
166
648
$6.74K ﹤0.01%
40
+20
649
$6.65K ﹤0.01%
35
650
$6.58K ﹤0.01%
+55
24 25
26
27 28