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
751
$370 ﹤0.01%
6
-175
752
$355 ﹤0.01%
6
753
$347 ﹤0.01%
209
754
$304 ﹤0.01%
2
755
$260 ﹤0.01%
36
756
$250 ﹤0.01%
20
757
$225 ﹤0.01%
5
758
$193 ﹤0.01%
7
759
$187 ﹤0.01%
29
760
$183 ﹤0.01%
10
761
$173 ﹤0.01%
48
762
$151 ﹤0.01%
+4
763
$117 ﹤0.01%
100
764
$114 ﹤0.01%
60
765
$113 ﹤0.01%
10
766
$106 ﹤0.01%
1
767
– –
0
768
$82 ﹤0.01%
1
769
$67 ﹤0.01%
8
770
$59 ﹤0.01%
12
771
$58 ﹤0.01%
9
-8
772
$58 ﹤0.01%
2
-50
773
$55 ﹤0.01%
+8
774
$51 ﹤0.01%
+1
775
$49 ﹤0.01%
3
29 30
31
32 33