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
676
$2.57K ﹤0.01%
40
-260
677
$2.5K ﹤0.01%
199
678
$2.48K ﹤0.01%
28
679
$2.43K ﹤0.01%
+60
680
$2.38K ﹤0.01%
138
681
$2.3K ﹤0.01%
+17
682
$2.29K ﹤0.01%
408
683
$2.25K ﹤0.01%
32
684
$2.24K ﹤0.01%
+5
685
$2.19K ﹤0.01%
20
686
$2.16K ﹤0.01%
404
687
$2.16K ﹤0.01%
+4
688
$2.16K ﹤0.01%
64
689
$2.15K ﹤0.01%
68
690
$2.13K ﹤0.01%
44
691
$2.11K ﹤0.01%
+29
692
$2.02K ﹤0.01%
52
693
$1.97K ﹤0.01%
68
694
$1.84K ﹤0.01%
+9
695
$1.77K ﹤0.01%
+50
696
$1.68K ﹤0.01%
8
697
$1.68K ﹤0.01%
+175
698
$1.64K ﹤0.01%
+40
699
$1.63K ﹤0.01%
72
700
$1.62K ﹤0.01%
125
26 27
28
29 30