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
651
$5.09K ﹤0.01%
99
652
$5.04K ﹤0.01%
47
653
$4.83K ﹤0.01%
871
654
$4.71K ﹤0.01%
320
655
$4.67K ﹤0.01%
21
656
$4.58K ﹤0.01%
+400
657
$4.46K ﹤0.01%
111
+1
658
$4.35K ﹤0.01%
+141
659
$4.33K ﹤0.01%
32
660
$4.3K ﹤0.01%
107
661
$4.3K ﹤0.01%
194
662
$4.24K ﹤0.01%
60
663
$4.19K ﹤0.01%
100
664
$4.12K ﹤0.01%
100
+75
665
$4.08K ﹤0.01%
+106
666
$4.08K ﹤0.01%
+53
667
$4.05K ﹤0.01%
140
668
$3.98K ﹤0.01%
+800
669
$3.96K ﹤0.01%
1
-3
670
$3.95K ﹤0.01%
100
671
$3.94K ﹤0.01%
17
672
$3.88K ﹤0.01%
+13
673
$3.83K ﹤0.01%
130
674
$3.64K ﹤0.01%
72
-400
675
$3.63K ﹤0.01%
229
25 26
27
28 29