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
676
$3.6K ﹤0.01%
94
+42
677
$3.55K ﹤0.01%
73
678
$3.4K ﹤0.01%
14
679
$3.39K ﹤0.01%
300
680
$3.38K ﹤0.01%
130
+48
681
$3.29K ﹤0.01%
1,000
682
$3.27K ﹤0.01%
2,976
683
$3.23K ﹤0.01%
25
684
$3.17K ﹤0.01%
45
-390
685
$3.16K ﹤0.01%
73
686
$3.16K ﹤0.01%
20
687
$2.99K ﹤0.01%
146
688
$2.95K ﹤0.01%
100
689
$2.86K ﹤0.01%
68
690
$2.81K ﹤0.01%
+180
691
$2.79K ﹤0.01%
125
692
$2.79K ﹤0.01%
140
693
$2.75K ﹤0.01%
+20
694
$2.72K ﹤0.01%
71
695
$2.65K ﹤0.01%
83
-69
696
$2.62K ﹤0.01%
19
-10
697
$2.49K ﹤0.01%
17
698
$2.46K ﹤0.01%
75
699
$2.39K ﹤0.01%
36
700
$2.38K ﹤0.01%
13
-1
26 27
28
29 30