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
51
$889K 0.09%
1,661
+190
52
$864K 0.09%
4,952
-1,640
53
$793K 0.08%
4,355
-647
54
$784K 0.08%
9,667
-5,254
55
$753K 0.08%
14,752
+9,889
56
$742K 0.07%
2,969
+8
57
$730K 0.07%
3,092
+64
58
$725K 0.07%
13,986
59
$725K 0.07%
11,077
+211
60
$717K 0.07%
12,255
-935
61
$707K 0.07%
3,538
62
$702K 0.07%
7,067
+1,342
63
$687K 0.07%
17,487
64
$686K 0.07%
7,066
-1,109
65
$683K 0.07%
9,652
+760
66
$665K 0.07%
4,140
-2,700
67
$659K 0.07%
2,726
-4
68
$636K 0.06%
11,578
69
$600K 0.06%
5,053
+603
70
$597K 0.06%
2,501
-127
71
$592K 0.06%
13,404
72
$589K 0.06%
13,647
-607
73
$579K 0.06%
3,174
-93
74
$578K 0.06%
5,708
75
$568K 0.06%
1,934
1 2
3
4 5