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
776
$1.1K ﹤0.01%
17
777
$1.08K ﹤0.01%
+37
778
$1.03K ﹤0.01%
40
-400
779
$1.03K ﹤0.01%
4
780
$1.02K ﹤0.01%
50
781
$1K ﹤0.01%
+14
782
$1K ﹤0.01%
+18
783
$969 ﹤0.01%
40
784
$940 ﹤0.01%
27
785
$936 ﹤0.01%
875
786
$915 ﹤0.01%
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787
$879 ﹤0.01%
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788
$877 ﹤0.01%
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789
$848 ﹤0.01%
125
790
$836 ﹤0.01%
+20
791
$809 ﹤0.01%
25
792
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795
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796
$739 ﹤0.01%
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797
$725 ﹤0.01%
197
798
$711 ﹤0.01%
+3
799
$704 ﹤0.01%
+15
800
$682 ﹤0.01%
+24
30 31
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