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
$732M
AUM Growth
+$42.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
978
New
Increased
Reduced
Closed

Top Buys

1
+$27.3M
2
+$1.72M
3
+$1.7M
4
VUG icon
Vanguard Growth ETF
VUG
+$731K
5
OLO
Olo Inc
OLO
+$491K

Top Sells

1
+$8.85M
2
+$5.56M
3
+$2.01M
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$1.84M
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$1.22M

Sector Composition

1 Consumer Staples 10.25%
2 Healthcare 5.75%
3 Consumer Discretionary 5.66%
4 Technology 4.34%
5 Financials 2.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$2.17K ﹤0.01%
28
702
$2.15K ﹤0.01%
233
703
$2.14K ﹤0.01%
153
704
$2.11K ﹤0.01%
68
705
$2.08K ﹤0.01%
52
706
$2.07K ﹤0.01%
197
707
$2.06K ﹤0.01%
22
+10
708
$2.03K ﹤0.01%
125
709
$2.02K ﹤0.01%
20
-6
710
$2K ﹤0.01%
408
711
$1.96K ﹤0.01%
40
712
$1.96K ﹤0.01%
68
713
$1.95K ﹤0.01%
+44
714
$1.78K ﹤0.01%
31
715
$1.77K ﹤0.01%
20
716
$1.61K ﹤0.01%
8
717
$1.59K ﹤0.01%
40
718
$1.57K ﹤0.01%
32
719
$1.55K ﹤0.01%
8
720
$1.54K ﹤0.01%
10
-100
721
$1.51K ﹤0.01%
10
722
$1.47K ﹤0.01%
10
723
$1.42K ﹤0.01%
21
724
$1.41K ﹤0.01%
72
725
$1.34K ﹤0.01%
+14
27 28
29
30 31