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
726
$1.06K ﹤0.01%
+19
727
$1.05K ﹤0.01%
+4
728
$1.04K ﹤0.01%
+15
729
$1.03K ﹤0.01%
22
730
$1.03K ﹤0.01%
+26
731
$997 ﹤0.01%
+9
732
$970 ﹤0.01%
50
733
$939 ﹤0.01%
10
-80
734
$936 ﹤0.01%
10
735
$933 ﹤0.01%
25
736
$924 ﹤0.01%
100
737
$908 ﹤0.01%
20
738
$865 ﹤0.01%
+6
739
$840 ﹤0.01%
+13
740
$839 ﹤0.01%
+5
741
$834 ﹤0.01%
+13
742
$832 ﹤0.01%
+48
743
$810 ﹤0.01%
100
744
$752 ﹤0.01%
150
745
$659 ﹤0.01%
+2
746
$642 ﹤0.01%
+10
747
$641 ﹤0.01%
5
748
$621 ﹤0.01%
8
749
$591 ﹤0.01%
150
750
$583 ﹤0.01%
+35
28 29
30
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