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
701
$1.58K ﹤0.01%
+9
702
$1.57K ﹤0.01%
+45
703
$1.57K ﹤0.01%
+2
704
$1.56K ﹤0.01%
134
705
$1.56K ﹤0.01%
+28
706
$1.54K ﹤0.01%
8
707
$1.53K ﹤0.01%
+36
708
$1.5K ﹤0.01%
21
709
$1.46K ﹤0.01%
197
710
$1.43K ﹤0.01%
+22
711
$1.41K ﹤0.01%
+31
712
$1.38K ﹤0.01%
+14
713
$1.36K ﹤0.01%
32
714
$1.33K ﹤0.01%
+9
715
$1.3K ﹤0.01%
+34
716
$1.28K ﹤0.01%
+49
717
$1.27K ﹤0.01%
31
718
$1.27K ﹤0.01%
28
719
$1.25K ﹤0.01%
+12
720
$1.23K ﹤0.01%
27
721
$1.22K ﹤0.01%
10
722
$1.21K ﹤0.01%
12
723
$1.15K ﹤0.01%
+60
724
$1.13K ﹤0.01%
50
725
$1.08K ﹤0.01%
40
27 28
29
30 31