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
801
$674 ﹤0.01%
50
802
$668 ﹤0.01%
10
803
$657 ﹤0.01%
+16
804
$653 ﹤0.01%
200
805
$641 ﹤0.01%
150
806
$636 ﹤0.01%
+13
807
$634 ﹤0.01%
5
808
$629 ﹤0.01%
6
809
$620 ﹤0.01%
+6
810
$610 ﹤0.01%
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811
$594 ﹤0.01%
+16
812
$576 ﹤0.01%
+11
813
$574 ﹤0.01%
+20
814
$570 ﹤0.01%
+11
815
$570 ﹤0.01%
42
816
$546 ﹤0.01%
+9
817
$540 ﹤0.01%
+10
818
$517 ﹤0.01%
+20
819
$517 ﹤0.01%
+5
820
$506 ﹤0.01%
16
+14
821
$499 ﹤0.01%
110
822
$496 ﹤0.01%
+15
823
$492 ﹤0.01%
+1
824
$480 ﹤0.01%
+5
825
$465 ﹤0.01%
25
31 32
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34 35