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
51
$854K 0.07%
10,108
+456
52
$845K 0.07%
7,221
-1,407
53
$833K 0.07%
9,453
-214
54
$823K 0.07%
13,210
+955
55
$816K 0.07%
11,077
56
$784K 0.07%
2,820
-149
57
$778K 0.07%
13,986
58
$753K 0.06%
3,538
59
$732K 0.06%
11,578
60
$729K 0.06%
17,487
61
$723K 0.06%
5,753
+700
62
$714K 0.06%
31,563
+10,929
63
$706K 0.06%
5,811
+103
64
$700K 0.06%
26,856
+5,280
65
$692K 0.06%
2,501
66
$678K 0.06%
2,726
67
$671K 0.06%
6,972
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68
$665K 0.06%
13,514
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69
$656K 0.06%
1,895
-39
70
$644K 0.06%
13,404
71
$629K 0.05%
3,174
72
$627K 0.05%
8,880
-31
73
$624K 0.05%
1,096
-565
74
$620K 0.05%
3,067
-25
75
$613K 0.05%
3,554
-586
1 2
3
4 5