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
651
$3.66K ﹤0.01%
166
652
$3.6K ﹤0.01%
+28
653
$3.49K ﹤0.01%
1,000
654
$3.4K ﹤0.01%
35
655
$3.36K ﹤0.01%
299
656
$3.32K ﹤0.01%
75
657
$3.29K ﹤0.01%
+8
658
$3.27K ﹤0.01%
13
659
$3.25K ﹤0.01%
300
660
$3.24K ﹤0.01%
107
661
$3.18K ﹤0.01%
+90
662
$3.03K ﹤0.01%
+56
663
$3.03K ﹤0.01%
28
+8
664
$2.94K ﹤0.01%
+34
665
$2.92K ﹤0.01%
+20
666
$2.9K ﹤0.01%
+4
667
$2.9K ﹤0.01%
350
668
$2.81K ﹤0.01%
14
669
$2.77K ﹤0.01%
+14
670
$2.72K ﹤0.01%
22
671
$2.71K ﹤0.01%
204
-7
672
$2.66K ﹤0.01%
+5
673
$2.66K ﹤0.01%
8
674
$2.65K ﹤0.01%
42
675
$2.62K ﹤0.01%
129
25 26
27
28 29