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
701
$2.28K ﹤0.01%
55
702
$2.14K ﹤0.01%
62
+42
703
$2.05K ﹤0.01%
+85
704
$2.04K ﹤0.01%
8
705
$1.97K ﹤0.01%
166
706
$1.97K ﹤0.01%
134
707
$1.88K ﹤0.01%
72
708
$1.86K ﹤0.01%
508
709
$1.8K ﹤0.01%
48
710
$1.75K ﹤0.01%
250
-100
711
$1.72K ﹤0.01%
57
712
$1.65K ﹤0.01%
8
713
$1.65K ﹤0.01%
+6
714
$1.64K ﹤0.01%
20
715
$1.52K ﹤0.01%
1,110
716
$1.42K ﹤0.01%
100
717
$1.35K ﹤0.01%
+88
718
$1.34K ﹤0.01%
32
719
$1.28K ﹤0.01%
12
-27
720
$1.19K ﹤0.01%
10
721
$1.16K ﹤0.01%
40
722
$1.12K ﹤0.01%
12
723
$1.12K ﹤0.01%
5
-24
724
$1.1K ﹤0.01%
25
-112
725
$1.09K ﹤0.01%
+875
27 28
29
30 31