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
701
$4.09K ﹤0.01%
28
+3
702
$4.04K ﹤0.01%
+114
703
$4K ﹤0.01%
140
704
$4K ﹤0.01%
+109
705
$4K ﹤0.01%
22
+2
706
$3.95K ﹤0.01%
+28
707
$3.88K ﹤0.01%
+85
708
$3.75K ﹤0.01%
72
709
$3.74K ﹤0.01%
21
710
$3.7K ﹤0.01%
100
711
$3.64K ﹤0.01%
71
712
$3.64K ﹤0.01%
73
713
$3.61K ﹤0.01%
95
-77
714
$3.6K ﹤0.01%
14
715
$3.48K ﹤0.01%
300
716
$3.47K ﹤0.01%
+73
717
$3.46K ﹤0.01%
+105
718
$3.46K ﹤0.01%
400
-350
719
$3.42K ﹤0.01%
+68
720
$3.39K ﹤0.01%
+75
721
$3.36K ﹤0.01%
+27
722
$3.26K ﹤0.01%
+73
723
$3.19K ﹤0.01%
68
724
$3.18K ﹤0.01%
130
725
$3.18K ﹤0.01%
+56
27 28
29
30 31