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
$833M
AUM Growth
-$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
900
New
Increased
Reduced
Closed

Top Buys

1
+$21.3M
2
+$5.78M
3
+$3.2M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$375K
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$311K

Top Sells

1
+$1.47M
2
+$290K
3
+$281K
4
AAPL icon
Apple
AAPL
+$273K
5
ARKK icon
ARK Innovation ETF
ARKK
+$251K

Sector Composition

1 Consumer Staples 8.43%
2 Healthcare 4.92%
3 Consumer Discretionary 4.74%
4 Technology 4%
5 Financials 1.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$2.48K ﹤0.01%
166
652
$2.4K ﹤0.01%
68
653
$2.38K ﹤0.01%
199
654
$2.36K ﹤0.01%
+53
655
$2.28K ﹤0.01%
+71
656
$2.13K ﹤0.01%
20
657
$2.1K ﹤0.01%
44
658
$2.05K ﹤0.01%
14
-40
659
$1.99K ﹤0.01%
+62
660
$1.98K ﹤0.01%
408
661
$1.95K ﹤0.01%
+33
662
$1.94K ﹤0.01%
21
-115
663
$1.92K ﹤0.01%
+120
664
$1.79K ﹤0.01%
32
665
$1.78K ﹤0.01%
52
666
$1.69K ﹤0.01%
+19
667
$1.68K ﹤0.01%
+70
668
$1.65K ﹤0.01%
+33
669
$1.63K ﹤0.01%
+25
670
$1.63K ﹤0.01%
134
671
$1.62K ﹤0.01%
+34
672
$1.57K ﹤0.01%
8
673
$1.53K ﹤0.01%
+48
674
$1.51K ﹤0.01%
44
-132
675
$1.46K ﹤0.01%
+8
25 26
27
28 29