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
676
$5.38K ﹤0.01%
+172
677
$5.37K ﹤0.01%
+130
678
$5.35K ﹤0.01%
+209
679
$5.31K ﹤0.01%
47
680
$5.07K ﹤0.01%
60
681
$5.07K ﹤0.01%
+22
682
$5.05K ﹤0.01%
500
683
$5.05K ﹤0.01%
247
-379
684
$5.04K ﹤0.01%
+76
685
$5.01K ﹤0.01%
+94
686
$4.9K ﹤0.01%
+374
687
$4.76K ﹤0.01%
+162
688
$4.76K ﹤0.01%
107
689
$4.67K ﹤0.01%
60
690
$4.67K ﹤0.01%
871
691
$4.61K ﹤0.01%
104
+10
692
$4.58K ﹤0.01%
130
693
$4.53K ﹤0.01%
592
-59
694
$4.52K ﹤0.01%
+89
695
$4.51K ﹤0.01%
100
696
$4.32K ﹤0.01%
+86
697
$4.26K ﹤0.01%
37
+25
698
$4.23K ﹤0.01%
1
699
$4.21K ﹤0.01%
+99
700
$4.1K ﹤0.01%
100
26 27
28
29 30