PMFA

Plante Moran Financial Advisors Portfolio holdings

AUM $1.55B
1-Year Est. Return 17.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$833M
AUM Growth
-$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
900
New
Increased
Reduced
Closed

Top Buys

1
+$22.2M
2
+$6.05M
3
+$3.35M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$392K
5
SPDW icon
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
+$324K

Top Sells

1
+$1.51M
2
+$309K
3
+$295K
4
AAPL icon
Apple
AAPL
+$292K
5
ARKK icon
ARK Innovation ETF
ARKK
+$279K

Sector Composition

1 Consumer Staples 8.43%
2 Healthcare 4.92%
3 Consumer Discretionary 4.74%
4 Technology 4%
5 Financials 1.94%
Name Market Value Portfolio Weight Shares or Principal Change
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