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
751
$2.11K ﹤0.01%
+9
752
$2.08K ﹤0.01%
166
753
$2.02K ﹤0.01%
72
754
$2.01K ﹤0.01%
+37
755
$2K ﹤0.01%
30
-154
756
$1.99K ﹤0.01%
+78
757
$1.93K ﹤0.01%
+58
758
$1.9K ﹤0.01%
+28
759
$1.89K ﹤0.01%
1,110
760
$1.88K ﹤0.01%
62
761
$1.78K ﹤0.01%
+37
762
$1.73K ﹤0.01%
+71
763
$1.72K ﹤0.01%
44
-486
764
$1.58K ﹤0.01%
8
765
$1.56K ﹤0.01%
57
766
$1.54K ﹤0.01%
250
767
$1.22K ﹤0.01%
508
768
$1.22K ﹤0.01%
+54
769
$1.21K ﹤0.01%
88
770
$1.21K ﹤0.01%
75
771
$1.2K ﹤0.01%
+22
772
$1.19K ﹤0.01%
300
773
$1.15K ﹤0.01%
+20
774
$1.13K ﹤0.01%
+27
775
$1.11K ﹤0.01%
+15
29 30
31
32 33