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
826
$460 ﹤0.01%
+4
827
$457 ﹤0.01%
24
828
$457 ﹤0.01%
+26
829
$451 ﹤0.01%
+11
830
$445 ﹤0.01%
+81
831
$442 ﹤0.01%
+35
832
$441 ﹤0.01%
150
833
$438 ﹤0.01%
+4
834
$434 ﹤0.01%
+7
835
$431 ﹤0.01%
+2
836
$422 ﹤0.01%
10
837
$421 ﹤0.01%
33
838
$418 ﹤0.01%
6
839
$406 ﹤0.01%
6
840
$398 ﹤0.01%
+13
841
$382 ﹤0.01%
+7
842
$368 ﹤0.01%
209
843
$341 ﹤0.01%
100
844
$338 ﹤0.01%
2
845
$310 ﹤0.01%
5
846
$282 ﹤0.01%
20
847
$265 ﹤0.01%
+3
848
$254 ﹤0.01%
+1
849
$250 ﹤0.01%
+4
850
$226 ﹤0.01%
+100
32 33
34
35 36