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
726
$3.15K ﹤0.01%
+89
727
$3.13K ﹤0.01%
+44
728
$3.1K ﹤0.01%
229
729
$3.1K ﹤0.01%
140
730
$3.09K ﹤0.01%
+1,020
731
$3.01K ﹤0.01%
+501
732
$2.92K ﹤0.01%
145
+20
733
$2.86K ﹤0.01%
+23
734
$2.75K ﹤0.01%
+67
735
$2.66K ﹤0.01%
+72
736
$2.61K ﹤0.01%
+64
737
$2.61K ﹤0.01%
+21
738
$2.56K ﹤0.01%
+47
739
$2.55K ﹤0.01%
134
-1,103
740
$2.49K ﹤0.01%
+29
741
$2.48K ﹤0.01%
134
742
$2.38K ﹤0.01%
48
743
$2.37K ﹤0.01%
+66
744
$2.35K ﹤0.01%
140
+40
745
$2.31K ﹤0.01%
+86
746
$2.29K ﹤0.01%
17
747
$2.25K ﹤0.01%
44
-157
748
$2.23K ﹤0.01%
55
749
$2.16K ﹤0.01%
50
-61
750
$2.14K ﹤0.01%
40
+8
28 29
30
31 32