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
726
$1.03K ﹤0.01%
4
727
$947 ﹤0.01%
50
728
$935 ﹤0.01%
17
729
$877 ﹤0.01%
5
-29
730
$874 ﹤0.01%
27
731
$853 ﹤0.01%
6
732
$839 ﹤0.01%
125
733
$796 ﹤0.01%
197
734
$774 ﹤0.01%
300
+1
735
$758 ﹤0.01%
5
-35
736
$675 ﹤0.01%
200
737
$646 ﹤0.01%
+34
738
$639 ﹤0.01%
150
739
$606 ﹤0.01%
+12
740
$582 ﹤0.01%
+6
741
$567 ﹤0.01%
+21
742
$522 ﹤0.01%
150
743
$519 ﹤0.01%
+42
744
$486 ﹤0.01%
50
745
$467 ﹤0.01%
100
746
$466 ﹤0.01%
110
747
$413 ﹤0.01%
10
748
$394 ﹤0.01%
33
749
$390 ﹤0.01%
24
750
$385 ﹤0.01%
25
28 29
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31 32