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
676
$1.43K ﹤0.01%
+19
677
$1.42K ﹤0.01%
72
678
$1.36K ﹤0.01%
+7
679
$1.36K ﹤0.01%
197
680
$1.22K ﹤0.01%
12
681
$1.2K ﹤0.01%
125
682
$1.19K ﹤0.01%
+37
683
$1.19K ﹤0.01%
+27
684
$1.18K ﹤0.01%
32
685
$1.08K ﹤0.01%
25
686
$1.08K ﹤0.01%
100
687
$1.03K ﹤0.01%
10
688
$1.03K ﹤0.01%
27
689
$1.01K ﹤0.01%
+7
690
$1K ﹤0.01%
+4
691
$985 ﹤0.01%
22
692
$968 ﹤0.01%
50
693
$900 ﹤0.01%
10
694
$900 ﹤0.01%
+20
695
$890 ﹤0.01%
150
696
$822 ﹤0.01%
+205
697
$770 ﹤0.01%
50
698
$754 ﹤0.01%
20
699
$745 ﹤0.01%
19
-296
700
$743 ﹤0.01%
+13
26 27
28
29 30