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
651
$6.5K ﹤0.01%
181
652
$6.4K ﹤0.01%
776
-41
653
$6.37K ﹤0.01%
99
654
$6.36K ﹤0.01%
37
655
$6.34K ﹤0.01%
22
+14
656
$6.33K ﹤0.01%
150
657
$6.25K ﹤0.01%
+361
658
$6.2K ﹤0.01%
99
-191
659
$6.17K ﹤0.01%
32
660
$6.17K ﹤0.01%
108
661
$6.02K ﹤0.01%
+67
662
$6K ﹤0.01%
1,000
663
$5.98K ﹤0.01%
+255
664
$5.94K ﹤0.01%
50
665
$5.89K ﹤0.01%
+37
666
$5.88K ﹤0.01%
+46
667
$5.85K ﹤0.01%
218
668
$5.78K ﹤0.01%
120
669
$5.77K ﹤0.01%
+84
670
$5.75K ﹤0.01%
41
671
$5.7K ﹤0.01%
342
672
$5.53K ﹤0.01%
229
673
$5.51K ﹤0.01%
5,200
674
$5.45K ﹤0.01%
400
675
$5.41K ﹤0.01%
49
25 26
27
28 29